Viewing profile — wr2

This is completely false - GPUs are not consumables, they are factors of production. Models are technologies. Without the GPUs the technology is not accessible. You sound like some…

Lol are people like you going to be enough to support the large revenues? Nope. A firm that see's rising operating expenses but no not enough increase in revenue will start to cut …

GPUs that have lives of..? Now compare that with the life a rail road. Amusing.

Imagine comparing something that has a useful life of 100+ years vs a thing that is worn out, much less durable, and needs replacing much more often and can become obselete from in…

Also a good point - railroads for sure brought a lot more optimism. LLMs+Data centres on the other hand...

Lol a bit dramatic at the end. There will be a correction in stocks that were priced in for growth related to AI. But what I see is the two big costs for America: 1) Less money bei…

Also railways would always have alternative uses at that time - e.g. logistics in warfare. What other uses do GPU's have that are critical...? lol In addition to your points, this …