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I don't quite understand the sentiment. Lowered cost of training and inference means more companies can join the game, and therefore more demand for the hardwar
by hintymad 2y ago
I don't quite understand the sentiment. Lowered cost of training and inference means more companies can join the game, and therefore more demand for the hardware. Basically Jevon's paradox in play. What will more likely fall instead in the long-term should be OAI's valuation, if they don't have other killer products.
- maxglute 2y agoIMO reaction to short term semi cycle - a lot of reshored/redundant fab expansions last few years outside of TW. If compute costs goes down 10-50x there may not be enough use case to fill Jevon in next infra hardware cycle of ~5 years. People are doing more with same, but maybe use case not sufficiently more to go fill/justify acquiring more hardware in near term time frame.