Comment by dormento
21 hours ago
The AI companies moat, if any, is hoarding all the hardware so local solutions are no longer cost-effective.
21 hours ago
The AI companies moat, if any, is hoarding all the hardware so local solutions are no longer cost-effective.
That is impossible to fund. At some point someone will decide to stop throwing money on the firepit that's the current business model and then hardware prices crash back to earth as 60-70% of the global demand disappears overnight.
This is not really sustainable when there is a constant supply of increasingly powerful and efficient hardware.
The hardware miniaturization gains have finally dried up, though.
I am pretty certain that the current state of the art silicon feature size won't shrink again for at least another decade or two.
It normally takes about a decade to mature a tech which can create a smaller feature size into something commercially viable for mass production scale, and no further improvements have been in the pipeline for that long now.
So it's like the "next piece" indicator while playing Tetris is just blank.
Right: Capital markets know how to efficiently turn dollars into tokens, even if it means tens of billions invested in new DRAM fabs.
It is more of a regulatory capture byproduct to prop up an artificial token driven Ponzi scheme.
There is a serious alternative to NVIDIA "AI" hardware dropping out of China in February 2027. There is no moat, but a whole lot of unpaid debts in the near future.
Popcorn ready =3
Which Chinese alternative is that?
Huawei is upgrading its Ascend 950PR (2.8 times an Nvidia H20 performance.)
https://apnews.com/article/huawei-ai-chips-nvidia-superpod-t...
Take it lightly until the benchmarks drop. ymmv =3
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