Post #1439055
2026-04-19 13:18 UTC
Replies (2)
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@CovfefeKills@lemmy.world 2026-04-19 13:44
Waiting for the "waiting for ai bubble to pop" bubble to pop at this point.
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@riskable@programming.dev 2026-04-19 15:25
I've been researching this a bit... I've come to the conclusion that there is no AI bubble. In fact, we're only just getting started down this road. Unless there's some *massive* 100x efficiency breakthrough in training AI *and* inference, the entire world is going to be building seemingly endless AI data centers (and the normal compute kind, e.g. for stuff like AWS, Google/YouTube, Meta, banks) for *at least a decade*. Probably a little longer (12-15 years before demand levels out). Everyone thinks that "AI data center" means ChatGPT, Claude, Gemini, etc but there's 10,000x more demand for AI than those services. Think: Pharmaceutical companies trying to find proteins, scientists (and big agriculture!) trying to model the weather, and other businesses trying to automate stuff. Not just software; robots and things like conveyor belts. Another example: Ever use one of those self-checkouts that's mostly just a camera pointing down, where you place the stuff you're purchasing? That uses AI too. Having said that, there *is* a great big bubble in AI: OpenAI, specifically. That will definitely pop one day. And hopefully, the DRAM bullshit will go along with it.