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> At the heart of this deal is Amazon’s custom chips: Graviton (a low-power CPU) and Trainium (an Nvidia competitor and AI accelerator chip). The Anthropic deal ...

Yeah, totally not desperately seeking investment to keep the party going ...

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It does seem like the tempo and volume of the music is getting louder and louder as the number of chairs is subtly decreasing, doesn’t it?

Because also look at the bond market... It's all coming to a crescendo including the global economic recession indicators which will be a cold sprinkler on the whole party.

Gemma4 being able to run on commodity hardware I think is the real win out of this. Pop the bubble. Settle the craziness and the claws. Let scientists and engineers tinker and improve in the background. Hopefully we can have GPUs be affordable for gaming again although I'm starting to think that will never happen.

That's the true end of the hype - not that AI turns out to be a complete waste of time like NFTs (and maybe blockchain itself) were, but that it becomes commoditized and every device runs various size LLMs while the datacenters sit abandoned and used as sets for the next young adult post-apocalyptic TV show.

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