Not to mention construction, infrastructure, agriculture, manufacturing, logistics...
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AI hype cycle? It's working today.
It's optimizing ML model graphs for me while I type this, and it already cut inference time from 30s to 18s.
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Some people act like there was no way for the AI labs to make back the $800B being invested in data center construction this year.
If we look at global GDP, it's $126T, and even a 5% productivity gain would correspond to $6T.
Is that impossible? Is it guaranteed to all crash? I don't think so.
The only thing DCs will still be need for is training, everything else will be done locally on your own hardware.
This bubble will burst and it will be ugly.
Whether they can narrow that gap in the future, or OpenAI and Anthropic widen the gap with access to more compute and their better models assisting in the research process, remains to be seen.
At this time I see no reason to believe these data centers won't be in high demand.
Extremely unlikely seeing what the Chinese have been able to do with the limited resources they have. The creativity in finding improvement such as what deepseek has released is incredible. At this point it's a bet on the looser if you think the open models won't catch up and surpass the closed ones.
Rumored breakthroughs in efficiency were reported a few times.
Is this a serious question? Use your imagination...
Also to do the things humans don't even want to do.
I don't want them working for my company, at least. I want my workers safe & sound.
It will surely not devolve into the ultimate class war like Elysium and similar.
The robot loses an arm because your factory is unsafe? vs a human losing an arm?
What we're not ready for is replacing GDP as the important metric. There have long been known problems with GDP, and robots are only going to make that worse. A robot maid, purchased once, saves, say 20/hrs a week in household chores. That's a meaningful quality of life upgrade, but doesn't result in the GDP bump that getting a raise and hiring a service to clean your house does.