IBM CEO says there is 'no way' spending on AI data centers will pay off
businessinsider.com
IBM CEO says there is 'no way' spending on AI data centers will pay off
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Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#2IBM CEO is steering a broken ship and it's not improved course, not someone who's words you should take seriously.
1. The missed the AI wave (hired me to teach watson law only to lay me off 5 wks later, one cause of the serious talent issues over there)
2. They bought most of their data center (companies), they have no idea about building and operating one, not at the scale the "competitors" are operating at
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#3IBM CEO is steering a broken ship and it's not improved course, not someone who's words you should take seriously. 1. The missed the AI wave (hired me to teach watson law only to lay me off 5 wks later, one cause of the serious talent issues over there) 2. They bought most of their data center (companies), they have no idea about building and operating one, not at the scale the "competitors" are operating at
Everyone should read his argument carefully. Ponder them in silence and accept or reject them in based on the strength of the arguments.
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#4IBM CEO is steering a broken ship and it's not improved course, not someone who's words you should take seriously. 1. The missed the AI wave (hired me to teach watson law only to lay me off 5 wks later, one cause of the serious talent issues over there) 2. They bought most of their data center (companies), they have no idea about building and operating one, not at the scale the "competitors" are operating at
Sorry that happened to you, I have been there too,
When a company is hiring and laying off like that it’s a serious red flag, the one that did that to me is dead now
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#5IBM CEO is steering a broken ship and it's not improved course, not someone who's words you should take seriously. 1. The missed the AI wave (hired me to teach watson law only to lay me off 5 wks later, one cause of the serious talent issues over there) 2. They bought most of their data center (companies), they have no idea about building and operating one, not at the scale the "competitors" are operating at
Is his math wrong?
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#6I don't understand the math about how we compute $80b for a gigawatt datacenter. What's the costs in that $80b? I literally don't understand how to get to that number -- I'm not questioning its validity. What percent is power consumption, versus land cost, versus building and infrastructure, versus GPU, versus people, etc...
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#7$8T may be too big of an estimate. Sure you can take OpenAI's $1.4T and multiply it by N but the other labs do not spend as much as OpenAI.
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#8This is likely correct overall, but it can still pay off in specific cases. However those are not blind investments they are targeted with a planned business model
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#9I don't understand the math about how we compute $80b for a gigawatt datacenter. What's the costs in that $80b? I literally don't understand how to get to that number -- I'm not questioning its validity. What percent is power consumption, versus land cost, versus building and infrastructure, versus GPU, versus people, etc...
Re: IBM CEO says there is 'no way' spending on AI data centers will pay off
#10I question depreciation. those gpu's will be obsolete in 5 years, but will the newer be enough better as to be worth replacing them is an open question. cpu's stopped getting exponetially faster 20 years ago, (they are faster but not the jumps the 1990s got)