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I think it's a bit different because a rental car generates direct revenue that covers its cost. These GPU data centers are being used to train models (which th
by cjonas 10mo ago
I think it's a bit different because a rental car generates direct revenue that covers its cost. These GPU data centers are being used to train models (which themselves quickly become obsolete) and provide inference at a loss. Nothing in the current chain is profitable except selling the GPUs.
- sho 10mo ago> and provide inference at a loss You say this like it's some sort of established fact. My understanding is the exact opposite and that inference is plenty profitable - the reason the companies are perpetually in the red is that they're always heavily investing in the next, larger generation. I'm not Anthropic's CFO so i can't really prove who's right one way or the other, but I will note that your version relies on everyone involved being really, really stupid.
- darkwater 10mo agoThe current generation of today was the next generation of yesterday. So, unless the services sold on inference can cover the cost of inference + training AND gain money, they are still operating at loss.
- elktown 10mo ago“like it's some sort of established fact” -> “My understanding”?! a.k.a pure speculation. Some of you AI fans really need to read your posts out loud before posting them.
- rvba 10mo agoOr just "everyone" being greedy