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At least we will have a huge amount of data centers if this bubble burst. Insane compute overcapacity, as well in chip manufacture
by ponector 1y ago
At least we will have a huge amount of data centers if this bubble burst. Insane compute overcapacity, as well in chip manufacture
- diegocg 1y agoReminds me of all the optic fiber infrastructure that was built during the dot com bubble
- ponector 1y agoYes, this bubble is much better than crypto/nft. Same as mentioned railroad rush - capex burned, but lots of stuff have been built and left after burst.
- saati 1y agoBut fiber optics are different, they stay good for a very long while and you just need to add better transceivers at the ends to upgrade them, it's questionable whether the current GPUs are even worth powering up once 2nm ones are out, and we also don't know how long they last, electromigration might start killing them in 5 years.
- oxag3n 1y agoGPUs might become obsolete after the AI bubble bursts, but tons of supporting infrastructure, including non-GPU servers, will be in the market for pennies.
- IsTom 1y agoI worry about correction in chip manufacture after this – will the fab industry get even more concentrated? What if the remaining fabs scale down and set us back a decade or two cutting edge chip research? Will GPUs become extraordinarily expensive?