4 ms·
Temporary until its not. It's the new normal, get used to it. The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun. The world is s
by Seanambers 4mo ago
Temporary until its not.
It's the new normal, get used to it.
The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun.
The world is seemingly moving into a era where compute is becoming expensive and scarce.
Only thing that can possibly change this is LLMs hitting a vertical unscalable wall.
More AI compute = more CPU, memory, storage needs.
- _1100 4mo agoDo you think we will recognize any walls? Or is there a point where the output might look different with respect to different paradigms / modalities we throw at it, but we won't be able to understand the quantitative differences as good/bad/scalable?