GPUs have massive applications such as Alphafold, CRISPR, Medical Imaging, Meteorology.
The massive planetary investment is not to make more AI chats that summarize text. That's just short sighted.
The massive planetary investment is not to make more AI chats that summarize text. That's just short sighted.
It seems like that at first glance. But in reality, GPUs have had extremely slow adoption for real-world operational meteorology applications. Because of the fundamental design and architecture of most NWP systems, it was very difficult to leverage GPUs as compute accelerators; most efforts barely eked out any performance gains once you account for host/device memory transfers. It really wasn't until some groups started to design new weather modeling systems from the ground up that they could architect things in such a way that GPUs made a significant difference.
Obviously AI / ML weather modeling is a different story.
Hopefully we can retain a lot of this value when the bubble bursts but I just haven't seen any really good success stories of converting these models into businesses. If you try and build as a middleman where you leverage a model to solve someone's problem they can always just go to the model runner and get the same results for cheaper - and the model runners seem (so far - this may change) to be unable to price model usage at a level that actually makes it sustainable.
Those older models running specialized tasks seem to be trucking along just fine for now - but I remain concerned that when the bubble bursts it's going to starve these necessary investments of capital.
I think it's pretty clear to all the big operators that they will need to go whole hog into ads and take some of the Google/Meta pie. It's just a matter of time.
Yup. It's to make already rich people richer.
I think most smart people are looking seriously at different models to try and improve the accuracy of any existing ML uses they had in their business but the new features built post-ChatGPT tend to often just be fancied up chats.
That's happening of course, but that's not really the whole picture. Any org that already invests in R&D is likely considering or already implementing modern AI tech into their existing infrastructure. A big oil or pharmaceutical or materials company likely doesn't care much about chat bots, or any customer-facing tech for that matter.