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Earlier quoted context omitted.
ChatGPT being the #5 website in the world is still indicative of consumer demand, as their only product is AI. Without commenting on the Google shims specifically, AI infrastructure buildouts are not speculative.
Google isn't chatgpt. Normal people have no idea what Gemini is and are annoyed by the crappy AI summaries in their Google searches.
These growth requirements are simply infeasible. Semiconductor density, speed, and power efficiency grow much slower than doubling every six months. Creating custom silicon for this won't help - plenty of companies, including Nvidia, are already optimizing their hardware for these tasks and they are very good at it. Production capacity can't scale nearly that fast for myriad reasons, including access to materials, pr…
Even if you can make the chips, the power supply to run them is very unlikely to grow at that kind of pace.
Most of the demand seems to be driven to by a bubble strategy to sell dollar bills for $0 rather than $1.
These growth requirements are simply infeasible. Semiconductor density, speed, and power efficiency grow much slower than doubling every six months. Creating custom silicon for this won't help - plenty of companies, including Nvidia, are already optimizing their hardware for these tasks and they are very good at it. Production capacity can't scale nearly that fast for myriad reasons, including access to materials, pr…
Earlier quoted context omitted.
> So now I am wondering what will be available once the AI investment implodes. Memory/RAM. See also: https://news.ycombinator.com/item?id=45934619
Probably some usable GPUs too.
They will find another bullshit to use them. Just like crypto to AI transition.
“Demand” nobody asked for or wants 90% of googles ai features. That stupid clippy crap in Google Docs? Yeah I fucking hate it and I’m not allowed to turn it off.
We are building a new species that will likely lead to the end of the human species. This is not a bubble, ChatGPT is the number one app on Android. Many businesses are replacing most of their employees.
No, just to improved surveillance. This new species cannot exist and reproduce on its own.
Earlier quoted context omitted.
I think they are referring to the fact that Google has shimmied AI into every one of their products, thus demand surge is the byproduct of decisions made internally. They are themselves electing to send billions of calls daily to their models. As opposed to external demand, where vastly more compute is needed just to keep up with users torching through Gemini tokens. Here is the relevant part of the article: "It’s un…
What you're quoting is Ars' pandering and need to placate its peanut gallery. The clique of tech bros hating ai is the exception not the norm.
I don't really care either way what the source of the demand is -- but it seems like an uncontroversial take.