[delecti]

I agree that AI will probably have bigger effects that we could possibly predict right now. But unlike past booms/bubbles, I suspect the infrastructure being built now won't be useful after it resolves. The railroads, interstate system, and dotcom fiber buildout are all still useful. AI will need to get more efficient to be useful as established technology, so the huge datacenters will be overbuilt. And almost none of the Nvidia chips installed in datacenters this year will still be in use in 5 years, if they're even still functional.

[Danox]

The era of the AI data center will be brief because the models will get better and the computers will get more powerful, particularly on the desktop, laptop and phone/tablet . The transition will be like going from mainframe computers to personal computers.

[hnthrow0287345]

No one's going to be able to afford that if you hollow out the consumer base by replacing people with AI

[dralley]

Early railroads didn't have a lot of standardization, so plenty of that investment did get deprecated

[whattheheckheck]

All of the trucks and carts and tools to build the railroads dont exist anymore. Just like the gpus wont either

[delecti]

In that analogy, the GPUs are like if the railroad tracks only lasted 5 years.

[whattheheckheck]

The curated training datasets are the railroads