Groq investor sounds alarm on data centers
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Re: Groq investor sounds alarm on data centers
#2Axios hijacks the back button. The TLDR is: we’re building too much speculative capacity and the “if we build it, they will come” assumption will be proven wrong.
Re: Groq investor sounds alarm on data centers
#3Axios hijacks the back button. The TLDR is: we’re building too much speculative capacity and the “if we build it, they will come” assumption will be proven wrong.
Such bad behavior on the back button - it’s such a shabby trick, and makes me think less of any site that pulls that.
Re: Groq investor sounds alarm on data centers
#4> I am also deeply concerned about the “speculative” data center market. The “build it and they will come”strategy is a trap. If you are a hyperscaler, you will own your own data centers.
Is this actually true? I thought that hyperscalers keep datacenters at arm's length, using subsidiaries and outsourcing a lot of things.
Re: Groq investor sounds alarm on data centers
#5If/when the AI bubble pops and we're left with hundreds of underutilized datacenters, I think this could be good for hosting customers by driving prices down across the board. Maybe it will make self-hosting even more cheaper than public clouds.
Re: Groq investor sounds alarm on data centers
#6> Data centers are becoming political flashpoints, primarily because of their impact on electricity prices.
I'd bet anything that they know people are pissed the market has wildly misallocated capital and are trying to save face by framing it as a cost that directly impacts consumers. In reality, the fear is knowing that our investor class is really too dumb to handle the money we've stuck in a box called "the world's retirement funds" and handed to them.
Re: Groq investor sounds alarm on data centers
#7If/when the AI bubble pops and we're left with hundreds of underutilized datacenters, I think this could be good for hosting customers by driving prices down across the board. Maybe it will make self-hosting even more cheaper than public clouds.
The best indication that this isn't a bubble is all the people who would jump at the chance to buy more capacity if the price drops even a little.
Re: Groq investor sounds alarm on data centers
#8If/when the AI bubble pops and we're left with hundreds of underutilized datacenters, I think this could be good for hosting customers by driving prices down across the board. Maybe it will make self-hosting even more cheaper than public clouds.
I'm sure this will be a nice consolation as the meaningful part of the economy collapses
Re: Groq investor sounds alarm on data centers
#9If/when the AI bubble pops and we're left with hundreds of underutilized datacenters, I think this could be good for hosting customers by driving prices down across the board. Maybe it will make self-hosting even more cheaper than public clouds.
Aren't these datacenters biased majorly towards GPU capacity? Maybe we'll see a resurgence of cloud game streaming initiatives.
Re: Groq investor sounds alarm on data centers
#10Axios hijacks the back button. The TLDR is: we’re building too much speculative capacity and the “if we build it, they will come” assumption will be proven wrong.
Such bad behavior on the back button - it’s such a shabby trick, and makes me think less of any site that pulls that.
I always think about the developers who were asked to implement something like this