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> infrastructure that looks increasingly unneeded This is the crux that needs to be substantiated. Without substantiation none of your other arguments hold up.
by energy123 2mo ago
> infrastructure that looks increasingly unneeded
This is the crux that needs to be substantiated. Without substantiation none of your other arguments hold up.
- cmiles8 2mo agoAre you saying people haven’t been throwing unneeded GPU capacity on the market? That is happening. Frankly it’s the opposite scenario (that’s there’s all this demand) which is struggling for any hard evidence.
- deleted 2mo ago[deleted]
- prodigycorp 2mo agoWhich players, specifically, are you talking about? Everything you said is opinion passed off as fact.
- cmiles8 2mo agoSpaceX has put a ton of excess capacity on the market. Meta tanked chip stocks by saying it was considering the same. Worries about compute overcapacity, via folks saying they want to offload capacity, is literally the thing that nuked the “situational awareness” fund last week. It’s long term demand that matters, not just “price.” High prices without true demand is the literal definition of a bubble.
- energy123 2mo agoSpaceX is selling compute to a willing buyer. You can't point to one side of the trade as evidence for under/over capacity. The way we usually judge such things is the price. If the price for compute is going up, which it is, then that's the thing to look at.
- prodigycorp 2mo agoSpaceX has put a ton of excess capacity on the market that was subsequently absorbed by Anthropic. There's a reason why Grok is no longer free. Meta said it was considering doing the same because they saw how valuable excess capacity was. You're misinterpreting what actually happened.
- ckastner 2mo ago> Are you saying people haven’t been throwing unneeded GPU capacity on the market? That is happening. That, by itself, doesn't have to mean anything. AWS is far more compute capacity than Amazon needs, but that's not because Amazon misjudged how much capacity they need. They built it out to sell it to others, leveraging know-how and economies of scale to do so very profitably.
- surgical_fire 2mo agoThey only need companies to suddenly need their GPU compute if those committed contracts don't make it. How hard can that be?