Comment on The New Yorker Asks: Is the A.I. Boom Turning Into an A.I. Bubble?

<- View Parent
brucethemoose@lemmy.world ⁨1⁩ ⁨week⁩ ago

because there’s seemingly not enough power infrastructure

This is overblown. I mean, if you estimate TSMC’s entire capacity and assume every data center GPU they make is full TDP 100% of the time (which is not true), the net consumption isn’t that high. The local power/cooling infrastructure things are more about corpo cost cutting.

Altman’s preaching that power use will be exponential is a lie that’s already crumbling.

But there is absolutely precedent for underused hardware flooding the used markets, or getting cheap on cloud providers. Honestly this would be incredible for the local inference community, as it would give tinkerers (like me) actually affordable access to experiment with.

source
Sort:hotnewtop