[khannn]

I sincerely hope that OpenAI goes down in flames with those DRAM contracts are going to the highest bidder then so probably Google or whatever AI competitor.

Honestly having problems remembering the other AI companies without googling it. I recall MS, Facebook, Amazon, Google, and Anthropic.

[bigbuppo]

When OpenAI fails, all the AI projects everywhere else will also be killed. Such is the nature of bubbles. With any luck the farm land where the datacenters were built will be sold back to the farmers for half off and they get a free barn out of the deal.

[ASalazarMX]

It's more likely that overcapacity is put to work in a plan B, like cheap cloud virtual desktops. Why spend effort on spying and tracking users when their whole desktop computer is in your data center?

[bigbuppo]

When's the last time you bought something at Sears?

[ASalazarMX]

I love the randomness of this question, at least in my context.

Las time I bought something at Sears was the spring of 2008; a new set of tires for my car, and they were bad so I never went back. Also, there aren't a lot of Sears in Mexico.

[stevefan1999]

A server farm, eh?

[zeristor]

Connected up to the grid and water supplies, I daresay there’ll not end up as barns.

[williamDafoe]

An air conditioned barn with space for 100,000 cattle!

[khannn]

The AI projects that make sense will live. Capitalism is survival of the fittest.

That farm land is dead and gone, best we can do is urban/rural decay.

[bigbuppo]

When the AI bubble pops, it's going to take the good parts of AI out with it.

Capitalism has never been about the survival of the fittest. That's just weird Nietzschean-Libertarian fantasy where someone ends up blaming the lack of truly free markets for their inability to get a date.

Any large building in a rural area will be used as a barn if it has no other useful purpose. It's kind of hilarious when I pass by the old AT&T long lines facility being used as a hay barn.

[anakaine]

They wont be going to highest bidders if they are under contract to produce at the claimed level, unless what you are referring to is the residual.

[khannn]

I refuse to read the AI slop that passes for journalism about the contracts OpenAI bought, but if they take physical delivery and open actual datacenters built with the RAM they'll be parted out at the minimum, if not absorbed by another AI provider or Big Tech in general.