[latchkey]

I like Meg a lot a human, but Meg is all doom and gloom. Every single post she makes is about how GPUs fail [0] and now she's onto how financing is a big thing just waiting to crash and "nobody knows what a used GPU cluster is worth"...

Actually, we do, people offer them to me all the time. A used box of MI300x is $257k. "There is no GPU futures market"... actually there are a few of them that people have pitched to me.

This article is a lot of words from someone who isn't actually buying or deploying compute. My point is... take it all with a grain of salt.

[0] https://x.com/meggmcnulty/status/2040851080066859386

[cgyvbunji]

Somehow at any given moment every possible topic to discuss on HN belongs to either the set of "it's amazing and nobody can say anything bad about it" or the set of "this thing sucks and nobody is allowed to say anything positive about it" and I never have ANY idea which one any given topic will be in on any given day.

[fragmede]

latchkey is being restrained. He runs a data center filled with AMD GPUs. He's got a lot more insight to the business of it than the post does.

[cgyvbunji]

That's great, their comment should get more attention then.

I was complaining that it's obviously incorrect that nobody knows what used GPUs are worth, not about latchkey.

I have NO idea why anyone is upvoting a post titled "nobody knows what a used GPU cluster is worth", that is a WILD claim.

[latchkey]

she makes a lot of wild claims for clicks and gets to the front page with them... sigh.

[owebmaster]

In 2008, was the opinion of a banker more "insightful" than they opinion of journalists, bloggers and normal people talking about the imminent subprime crash?

[CookieCrisp]

Cherry picked your example there a bit

[fragmede]

latchkey is being restrained. He runs a data center filled with AMD GPUs. He's got a lot more insight to the real, lived experience of such a business than the post seems to have.

[Der_Einzige]

It’s always the people who know the least about GPU economics who want to doom post. Until I can reliably get on demand A100s in large quantities for less than 2.00 an hour there’s no AI bubble.

Most of the people who shit talk GPUs don’t even understand why it relatively speaking doesn’t matter that much if I’m on ampere or Vera Rubin for full precision models. These same people are wildly misinforming investors.

To quote the ADATA ceo, “don’t talk about an AI bubble until 2040”

[tharmas]

Aren't the AI Datacenters for the Digital Control Grid, so govt contracts?

[tharmas]

This wasn't sarcasm. Gov't contracts are where a lot of people make a lot of money. And Palantir and ICE are definitely a thing. I know that sounds purely political but these are real things. ICE depends on Palantir a lot. And Palantir uses Data Center resources a lot.

Why is the Jensen the CEO of NVidia lending out huge sums of money for AI companies to buy their chips for datacenters? Part of the reason is the security of government contracts ala the Digital Control Grid.