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I do not think the leveraging is going to end there. I suspect this will be used to justify/secure power generation investments, possibly even nuclear. Likely v
by jononor 1y ago
I do not think the leveraging is going to end there. I suspect this will be used to justify/secure power generation investments, possibly even nuclear. Likely via one or more of the OpenAI/Altman adjacent power startups.
- amluto 1y agoOn the bright side, if lots of power capacity is added and most of the GPUs end up idle, then there might be cheap power available for other uses.
- holoduke 1y agoAnd computing in general gets cheaper.
- lawlessone 1y agoheating our homes next winter with clusters of h100s
- jazzyjackson 1y agoPower generation is not a monolithic enterprise. If more supply is built than needed, certain suppliers will go bankrupt.
- lucianbr 1y agoWhat are the chances suppliers will go bankrupt but the plants get sold and still produce power?
- ogaj 1y agoThey may, but that doesn’t mean that the capacity disappears. It may require some assumptions about USG willingness to backstop an acquisition but it’s not a significant leap to think that the generation capacity remains in (more capable?) hands.
- mcny 1y agoSpeaking of capacity, what happened to all the "dark fiber" that was supposedly built for Internet 2 or whatever? The fiber doesn't go away just because a bubble burst, right?
- HPsquared 1y agoRailways are similar, many were built by investors who lost all their investment but the railway is still there.
- NewJazz 1y agoNot if Ellison trickles it out for maximum profit.
- bobmcnamara 1y agoAltman is all in on converting the solar system into a Dyson sphere to power OpenAI.
- diimdeep 1y agoAnd it is hilarious [0] [0] dyson spheres are a joke / Angela Collier https://youtu.be/fLzEX1TPBFM https://youtu.be/fLzEX1TPBFM
- yibg 1y agoIsn't that already happening via Oklo? Up 500%+ YTD.