The premise is if they stop training new models then it will become pure profit after 2 years when the hardware finished paying for itself.
It's pretty funny that everyone say that this business is unsustainable, but I have yet seen anyone bankrupt, even the pure hardware providers who are renting out a100 b200.
And AI investors and stock market boosters are just going to accept OpenAI not having anything "new" to show for all their investments? What about replacing hardware once it's been burned out from constant high usage? Is it not odd to you that so many big AI deals get announced and never heard from again? What's the business reason for neoclouds buying GPU's from NVIDIA only for NVIDIA to then pay them to rent them back? How does this make any sense?
The premise is if they stop training new models then it will become pure profit after 2 years when the hardware finished paying for itself.
It's pretty funny that everyone say that this business is unsustainable, but I have yet seen anyone bankrupt, even the pure hardware providers who are renting out a100 b200.
And AI investors and stock market boosters are just going to accept OpenAI not having anything "new" to show for all their investments? What about replacing hardware once it's been burned out from constant high usage? Is it not odd to you that so many big AI deals get announced and never heard from again? What's the business reason for neoclouds buying GPU's from NVIDIA only for NVIDIA to then pay them to rent them back? How does this make any sense?
They immediately undercut their argument to the point that I'm not sure if they were being sarcastic.