Comment by api
8 hours ago
Continued progress on these fronts is another reason I think the data center buildout is a bubble. It posits that AI use and growth will require an ever-increasing amount of power and floor space, which contradicts the entire history of computing. The high cost of data centers is largely electricity and floor space, which means there's a huge forcing function to make both the silicon and the software more efficient.
> Large costs of datacenters is largery electricity and floor space
Really? I would guess that those would be almost a rounding error on the price of gpus sitting in there
That too, and software efficiency directly attacks that.