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by fluoridation 63 days ago
>in the case of a crash no one will be buying new GPUs and thus the existing ones could hold their value longer.

No, because no one has any use for those monstrous GPUs outside of ML and some research projects. They can't even be dropped onto the consumer market because a SOHO is not equipped to house devices like that. The best case scenario is that the boards get dismantled and the VRAM gets salvaged for refurbishing. They've built these machines so specialized that they're essentially disposable.
1 comments
wmf 63 days ago
There's a baseline paid demand for AI inference that can fully occupy today's GPUs (even after a crash) so there's no need to sell or scrap them.
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fluoridation 63 days ago
What are you basing that on? Some of the demand that currently exists, exists because of all the money sloshing around the AI ecosystem (i.e. people using AI to sell AI solutions to other people), so how are you so sure demand can fully utilize all existing compute even after a crash?
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