3 ms·
The missing part is that current gpus are already money making machine in 2026 , and you need just to serve that . I’m sure this is a procurement take between n
by maxdo 7mo ago
The missing part is that current gpus are already money making machine in 2026 , and you need just to serve that . I’m sure this is a procurement take between nvidia and such a big vendor as oracle
- paxys 7mo ago> The missing part is that current gpus are already money making machine in 2026 Are they? Unless you are Nvidia that is very far from the case. OpenAI's current revenue is $25 billion a year. They are expected to spend $600 billion on infrastructure in the next 4 years to sustain and grow that revenue. Amazon, Google, Microsoft and Meta are spending a combined $650 billion on infrastructure in 2026 alone. The story is the same across the rest of the industry. None of these investments are immediately profitable. And it remains to be seen whether they eventually will be or not.
- maxdo 7mo agoAnthropic in 2026 only added several billions of revenue. This is insanely fast. In my company llm cost are already eating hiring budgets to a certain extent. We don’t buy gpu. We are paying to those who will.
- maxdo 7mo ago25 bln from just one company . There will be 6-7 companies like this . And they just scratched the surface . The penetration in many areas is almost 0. Yet.
- TurdF3rguson 7mo ago> None of these investments are immediately profitable. If you're OpenAI spending $100M on a training run they're not. But if you're Oracle renting out GPUs to little guys doing inference, they are.