Perhaps people are already thinking about they can cash in on the floor space and HVAC systems that will be left in the wake of failed "AI" hype
Wired: homelabbers moving into decommissioned datacenters.
I think any such data center project is doomed to ultimately fail, and any serious investment will be for me a sign of the bubble peak exuberance and irrationality.
Ask the owners of the leased airplanes who have been unsuccessfully trying to get their planes back for about 3 years.
""It's my view that there's no way you're going to get a return on that, because $8 trillion of capex means you need roughly $800 billion of profit just to pay for the interest," he said."
- LLM-powered transcription and translation made it so I could have a long conversation with my airport driver in Vietnam. - Helped me turn 5-10x ideas into working code and usable tools as I used to. - Nano Banana restored dozens of cherished family photos for a Christmas gift for my parents. - Help me correctly fix a ton of nuanced aria/accessibility issues in a production app. - Taught/explained a million things to me: difference between an aneurysm/stroke, why the rise of DX12/Vulkan gaming engines killed off nVidia SLI, political/economic/social parallels between 1920s and 2020s, etc...
Maybe everyone isn't using it yet, but that doesn't mean it isn't useful. Way too many people find real use every day in a lot of AI products. Just because MS Office Copilot sucks (and it does), doesn't mean it is all useless.
The key difference between AI and the initial growth of the web is that the more use cases to which people applied the web, the more people wanted of it. AI is the opposite - people love LLM-based chatbots. But it is being pushed into many other use cases where it just doesn't work as well. Or works well, but people don't want AI-generated deliverables. Or leaders are trying to push non-deterministic products into deterministic processes. Or tech folks are jumping through massive hoops to get the results they want because without doing so, it just doesn't work.
Basically, if a product manager kept pushing features the way AI is being pushed -- without PMF, without profit -- that PM would be fired.
This probably all sounds anti-AI, but it is not. I believe AI has a place in our industry. But it needs to be applied correctly, where it does well. Those use cases will not be universal, so I repeat my initial prediction. It will endure and contract.
The RAM in my machine being worth more than the graphics card (7900XTX) was not on my bingo card I can tell you that.
I just checked, the kit I bought in February was $270, today it is showing up for $1070. Woof. Now I have to decide if I should keep it on the off chance I do get around to that machine or dump it while the getting is good. Then again, who wants to buy RAM of unknown provenance unless they themselves are looking to scam the seller.
Maybe useful for some kind of manufacturing or industrial process.
People mostly use a GPU-enabled liblaplac. Physics, chemistry, biology, and medicine departments can absolutely use the GPUs.
Right now essentially none have 'failed' in the sense of 'bankrupt with no recovery' (Chapter 7). They haven't run out of runway yet, and the equity markets are still so eager, even a bad proposition that includes the word 'AI!' is likely to be able to cut some sort of deal for more funds.
But that won't last. Some companies will fail. Probably sufficient failures that the companies that are successful won't be able to meaningfully counteract the bursts of sudden supply of AI related gear.
That's all the comment you are replying to is implying.
I'd worry surveillance companies might.
most of the hvac would sit idle tho