Post #3573578
2026-07-02 22:54 UTC
Meta is reportedly looking to rent out its unused LLM infrastructure.
So, there is...
1. limited demand for LLM services at the cost it takes to provide them
2. already more infrastructure available to meet this demand
This throws a massive cloud over the business case for every GPU-based Data Centre currently being constructed every where in the world.
#AIBubble
Replies (1)
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@troberts@theblower.au 2026-07-02 23:09
Another sign the Data Centre construction bubble is about to pop is Michael Burry shorting Caterpillar https://www.cnbc.com/2026/06/30/burry-shorts-caterpillar-after-it-nearly-doubled-in-ai-rally-of-2026.html #AIBubble