3 ms·
That's only really value if the chips are useful and if there are people buying the chips for something they want to do with them. It's entirely based on the p
by neuronic 1y ago
That's only really value if the chips are useful and if there are people buying the chips for something they want to do with them.
It's entirely based on the perception that LLM training & inference is here to stay at ever growing scales when the shortcomings of Artificial Dreaming are increasingly scrutinized. Not all businesses want to end up paying refunds to their clients like Deloitte [1] because the LLM hallucinated crap into their reports (and they failed to correct it).
[1] https://www.theguardian.com/australia-news/2025/oct/06/deloitte-to-pay-money-back-to-albanese-government-after-using-ai-in-440000-report https://www.theguardian.com/australia-news/2025/oct/06/deloi...
- re-thc 1y ago> It's entirely based on the perception that LLM training & inference is here to stay at ever growing scales when the shortcomings of Artificial Dreaming are increasingly scrutinized. Not all businesses want to end up paying refunds to their clients like Deloitte [1] because the LLM hallucinated crap into their reports (and they failed to correct it). This assumes Deloitte didn't make more $$$ from the deal by "outsourcing" it to AI than not. It was a partial refund.
- rhetocj23 1y agoYou haven’t brought in the side costs into your analysis
- re-thc 1y ago> You haven’t brought in the side costs into your analysis And you haven't considered that Deloitte might get this money some other way anyway. It's been budgeted and needs to be spent by the government department for this financial year. They'll find another project to hand out.
- rhetocj23 1y agolol you and I are not talking about the same stuff mate
- shell_game 1y agoDeloitte just bought like 400k Claude enterprise licenses. Bad example.
- rightbyte 1y agoYou could argue about the causality here.