Google tells employees it must double capacity every 6 months to meet AI demand
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Re: Google tells employees it must double capacity every 6 months to meet AI demand
#2[dead]
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#3What happens when this bubble pops? I am trying to avoid any time or financial investment in AI as I look around the corner. I am also looking back at the last big bubble. I got my first house for $129k at 2800sqft when the housing bubble popped. There were just so many empty houses available.
So now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, available cloud infrastructure employees for hire on the cheap, and more.
I am also looking at the consequences for the incumbents reliant on both AI and cloud that either cannot pay their bills or who fail because their service providers no longer exist. I can’t help but see lots of opportunity on the horizon.
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#4What happens when this bubble pops? I am trying to avoid any time or financial investment in AI as I look around the corner. I am also looking back at the last big bubble. I got my first house for $129k at 2800sqft when the housing bubble popped. There were just so many empty houses available. So now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, availabl…
I'm also interested in this question, am not interested in profiting just curious about the future. Other HN users gave these answers:
"If the price of inference drops through the floor all the AI wrapper companies become instantly more valuable. Cursor's agents suck ...but their position would get much better with cheap inference." (edited)
"Buy the application layer near winners. When computing costs shrink, usage expands."
"massive Oracle Crypto Farm"
So the answer seems to be: 1. look at what is being priced out now, as this will be cheaper later. 2. Assume the big players will shrink and the smaller players will grow.
If crypto fills the gap I think we could also see a devaluation in coins?
If the data centres stop using so much electricity, will supply of electricity increase and so the costs will decrease?
Personally I'm looking forward to cheaper consumer GPU cards.
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#5Demand is internal and speculative. It’s not market driven and in some cases (AI features in existing products) is counter to clear market signals.
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#6What "AI"? The current search situation is:
- The forced "AI" summary is wrong.
- If you click on "Google AI", it gives a new summary that contradicts the initial one.
- If you check Wikipedia or the top real search result, they contradict both the above.
Should the board intervene and fire Pichai? Does the board know something we don't, e.g., are there massive surveillance contracts with the NSA and the "AI" demand is internal?
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#7What happens when this bubble pops? I am trying to avoid any time or financial investment in AI as I look around the corner. I am also looking back at the last big bubble. I got my first house for $129k at 2800sqft when the housing bubble popped. There were just so many empty houses available. So now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, availabl…
They're trying to increase their "compute capacity" over 5 years but aiming for the same cost and energy consumption. It's a drive for some buildout combined with hardware/algorithm efficiency improvements.
They're not trying to build double the data centers every 6 months. But Ars likes the "economic collapse" narrative because I guess their journalist spends too much time on social media.
If a recession comes it likely won't come from AI anyway, and anyhow nothing will happen to these huge tech companies.
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#8What happens when this bubble pops? I am trying to avoid any time or financial investment in AI as I look around the corner. I am also looking back at the last big bubble. I got my first house for $129k at 2800sqft when the housing bubble popped. There were just so many empty houses available. So now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, availabl…
> So now I am wondering what will be available once the AI investment implodes.
Memory/RAM. See also:
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#9What happens when this bubble pops? I am trying to avoid any time or financial investment in AI as I look around the corner. I am also looking back at the last big bubble. I got my first house for $129k at 2800sqft when the housing bubble popped. There were just so many empty houses available. So now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, availabl…
> 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.
Re: Google tells employees it must double capacity every 6 months to meet AI demand
#10Demand is internal and speculative. It’s not market driven and in some cases (AI features in existing products) is counter to clear market signals.
How is it internal or speculative? Chatgpt is the 5th most poplar website. Gemini is 30th but they have increasing demand and a ton of it isn't on the gemini main site. And that isn't their only external demand of coruse.