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That makes no sense. Do you think their plan is to spend billions of dollars and build infrastructure mega projects just to let it sit idle? Did the rise pers
by drivebyhooting 10d ago
That makes no sense. Do you think their plan is to spend billions of dollars and build infrastructure mega projects just to let it sit idle?
Did the rise personal computing make data centers and super computers obsolete?
Any advance in inference that allows local models to do the job will also benefit hyperscalers. Imagine the sheer amount of compute they could throw at problems if each 32GB of VRAM was enough for frontier reasoning.
- perfectbeeing 10d agoCCC was building the Cray-3/SSS when it went into Chapter 11 bankruptcy in March 1995.
- AngryData 10d agoThey could also be betting that there will only be 1 or 2 big winners. And if they don't win they are saving on expenses, if they do win then they will have all the money they need to upgrade later if they want.