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That is not substantiable. AI bubble is wealthy hype like a single drop of blood can be used to validate 100 different diagnostic test. Reality is parts per mil

That is not substantiable. AI bubble is wealthy hype like a single drop of blood can be used to validate 100 different diagnostic test. Reality is parts per million fails this along with reusable medium. Wealth latches to idiocy. Gaming and CAD market are real expectations that latch to reality. Grow the education systems and grow both. So is matrix math, such as hashing. AI has reached a state of software issue, not hardware. And the divergence of AI hardware does not equate to CAD and Gaming math.

SR2Z 8mo ago
How many of the last ten years have had some kind of "temporary" GPU shortage? It was crypto, now it's LLMs, who knows what's next? The only winning strategy for these guys is to exploit the market for all it's worth during shortages and carefully control production to manage the inevitable gluts.
TheDong 8mo ago
> AI has reached a state of software issue, not hardware Citation very much needed. At the very least, OpenAI seems to believe more and larger datacenters is the path to better models... and they've been right about that every time so far.
- eitally 8mo ago
  Moreover, all the frontier labs and hyperscalers are capacity constrained, and will be for the foreseeable future.
- leptons 8mo ago
  >OpenAI seems to believe more and larger datacenters is the path to better models... Does that mean they produce better slop, or more slop faster?
  - allreduce 8mo ago
    Better slop. The effect that these systems get better as you scale up [0] is real you know. [0]: https://arxiv.org/pdf/2001.08361 https://arxiv.org/pdf/2001.08361
    - leptons 8mo ago
      Slop is still slop. There is no legitimate evidence that these systems get any better just by throwing more hardware at it. Every one of the people in this paper is involved with OpenAI, so it is very suspect in its findings.
- df2dfs 8mo ago
  Their story (valuation) hinges on it - therefore that’s their investment thesis when raising money.
dylan604 8mo ago
Great, when the AI bubble bursts, they can repackage their AI chips into consumer cards! /s
- m4rtink 8mo ago
  I am afriad thhe GPUs chips will be often useless (to power hungry, running too hot and needing too expensive accessories) but it might be possible to harvest the memory chips and put them on useful GPU cards.

SR2Z 8mo ago

How many of the last ten years have had some kind of "temporary" GPU shortage? It was crypto, now it's LLMs, who knows what's next? The only winning strategy for these guys is to exploit the market for all it's worth during shortages and carefully control production to manage the inevitable gluts.

TheDong 8mo ago

> AI has reached a state of software issue, not hardware Citation very much needed. At the very least, OpenAI seems to believe more and larger datacenters is the path to better models... and they've been right about that every time so far.

eitally 8mo ago
Moreover, all the frontier labs and hyperscalers are capacity constrained, and will be for the foreseeable future.
leptons 8mo ago
>OpenAI seems to believe more and larger datacenters is the path to better models... Does that mean they produce better slop, or more slop faster?
- allreduce 8mo ago
  Better slop. The effect that these systems get better as you scale up [0] is real you know. [0]: https://arxiv.org/pdf/2001.08361 https://arxiv.org/pdf/2001.08361
  - leptons 8mo ago
    Slop is still slop. There is no legitimate evidence that these systems get any better just by throwing more hardware at it. Every one of the people in this paper is involved with OpenAI, so it is very suspect in its findings.
df2dfs 8mo ago
Their story (valuation) hinges on it - therefore that’s their investment thesis when raising money.

dylan604 8mo ago

Great, when the AI bubble bursts, they can repackage their AI chips into consumer cards! /s

m4rtink 8mo ago
I am afriad thhe GPUs chips will be often useless (to power hungry, running too hot and needing too expensive accessories) but it might be possible to harvest the memory chips and put them on useful GPU cards.