3 ms·
I don’t like that he cited $12B in consumer spending as the benchmark for demand. Clearly enterprise spending has and will continue to dwarf consumer outlays, t
by reilly3000 1y ago
I don’t like that he cited $12B in consumer spending as the benchmark for demand. Clearly enterprise spending has and will continue to dwarf consumer outlays, to the tune of $100b+ in 2025 on inference alone, and another $150b on AI related services.
I see almost no scenario where the value of this hardware will go away. Even if the demand for inference somehow declines, the applications that can benefit from hardware acceleration are innumerable. Anecdotally my 2022 RTX 4090 is worth ~30% more used then what I paid for it new, but the trend continues into bigger metal.
As “Greater China” has become the supply bottleneck, it is only rational for western companies to horde capacity while they can.
- torginus 1y agoAlso, as others have pointed out, if the next Pixel phone or iPhone has 'AI' as a bullet point feature, then people buying and iPhone will count as 'consumer AI spend', that's why they're forcing AI into everything, so they can show that people are using AI, while most people are ambivalent or hostile towards AI features.
- scoofy 1y agoI mean, that makes little sense. The desirability of the feature has a price. Putting a GPU in a phone is expensive and unnecessary. The point of something being a gimmick is that it’s a gimmick. I just got an iPhone with a GPU but I would absolutely have purchased one without if it were possible.