[vessenes]

I don't think so. GB200 prices are GOING UP. A100s are still expensive. This implies massive utilization and demand, no? These machines are not sitting idle, or prices would drop in the very competitive hyperscaler environment.

[Morromist]

Hard to say at this point. I'm sure you can run your LLM chips 24/7 for training and for the public to make weird thirst-trap videos about Judy Hopps but how real is the utilization and demand, really? Maybe very real, maybe not, I don't think we can know yet.

Its like being back in 1850 and you build the world's first amusement park where the rides are free or very cheap. People are like Amusement parks are the next big thing since Steam Boats! And tons of other rich people start to build huge amusement parks everywhere. The people who are skilled at making amusement park rides will increase their prices, and since the first amusement parks are free so they can get the public going to them demand will be huge.

But how sustainable is that? - well obviously we know from history that amusement parks did, in fact, take over the world and most people spent virtually all their time and money at amusement parks - I think the Crimean War was even fought over some religious-based theme park in Israel - until moving pictures came out, so it worked out for them, but for AI?

[LogicFailsMe]

so much for all that hardware that was going to be obsolete in 3 years...