“… at today’s infrastructure costs.”
If everyone talks up the AI crash, there will be a lot of hardware that will become available at fire-sale prices. Anyone with a lot of cash or a line-of-credit will be able to pick them up for pennies on the dollar.
NVidia, however, will have to deal with a glut of 1-2 yo GPUs re-entering the market. They may get into buying them and trashing them just to keep the supply low and prices up. Sort of like a stock buyback.
Either way, strange times ahead.
yeah we know
I certainly don’t want spending on AI data centers to pay off, but something about IBM CEO quotes got me thinking
“I think there is a world market for maybe five computers.” Thomas Watson, president of IBM, 1943
I’ve seen this quote several times, and almost always accompanied by notes that there’s not really any evidence he said this.
Also… In 1943 he was probably right, for the kinds of computers he’d have been talking about.
It’s highly unlikely they won’t pay off.
And if they don’t, they can get government
grantsgiftsTheyll get that either way probably 😀
