when is AI going to become profitable for anybody besides NVIDIA?
It has been great for memory manufacturers, too.
>>108904288AI isn't what's profitable for Nvidia, it's selling AI enabling hardware that is.The only reason they peddle AI anything is to increase the demand for their hardware which is basically the only thing you can buy to use AI.Companies that are actually relying on AI and not selling AI hardware are the ones struggling, and that's because it's a tepid bubble that's being inflated by investors and the "stock" ""market"".
>if you combined the AI revenue from every company on that list except Nvidia you get $135 billion>that isn't enough for any of the top 4 (amazon, google, microsoft, or meta) to be profitablelol
Never
>>108904288The shovel sellers always made the highest profits during the gold rush.
>>108904288>..profitable?
>>108904288very soon, remember, it's an exponential curve, in the blink of an eye, we'll reach AGI and solve everything, so the economy won't matter anymore
>>108904288All of the frontier labs make 50+% profit margins on inference, saying this doesn't matter because they "lose" money by training new models is as stupid as saying Amazon is a failing company because they focus on ruthless reinvestment
>>108904288the only ones to get rich in a gold rush are the ones selling shovels or have you forgotten
>>108904962>in capitalism, you don't actually have to be profitable! You can just run on a loss forever and nothing will ever happen!
>>108904981yes. and?
>>108904981chatgpt came out like 3 years ago, brocalm down
>>108904962They need to constantly train new models or they'll get overtaken by open sores and china.
>>108905012and the companies in the OP have lost $1 trillion since then
>>108904288>whenglad you asked, it's now.
>>108905043they have invested $1tni know that for the last 20 years the richest companies in the world have built nothing, but them spending money on real physical things instead of share buybacks is actually a good thing
>>108904288ShhhThere also Samsung and the Chinese who are making knockoff ram
>>108905044Two more weeks
>>108905062>Chinese who are making knockoff ramIt's all passing JEDEC, what makes it knockoff?
>>108905044>the startup expects
>>108905044lmao watch the next quarter. It's gonna be completely different. The financial engineering here is hilarious.
>muh stock market >muh economics>muh laws>muh logicYou are fucking retarded if you think these things exist for these people.
>>108904288Those companies have huge margins and infinite money to spend so they will jump on every opportunity. Also it's not like the 291B disappear once they "spend" them. They are converted to assets that have value and generate cash flow over the long term.
>>108904288never, the more complex and therefore "smarter" models get, the more expensive it is to run them
>>108905247>assets that have valueUntil Nvidia released a GPU that's 5 times more powerful.
>>108904426they also had you know, gold.
>>108905044Probs only now, as next quarter Elon won't be discounting the rent for that data center anymore
>>108905055For who lol?
>>108904288Never.The whole point is the culling of the goyim and the collapse of Western Civilization.
>>108905044>10.9B It’s annualized revenue based on 2 weeks of cherry picked data. How dumb are you goys???
>>108904981Yes that's how investing works you low iq moron
>>108904350This. Selling shovels in a gold rush is what would make you money.
>>108905519i got paid $2k on friday. if we extrapolate that out to a year, i will make 730k this year
>>108904288Dude. There is a subset of AI - Expert Systems, that has been profitable and successful for computer companies for literally decades. Certainly since before you were even born.
>>108904288a fool and his money are easily partedthe longer the red bar, the more retards the company got working for it
>>108904981if you're jewish, this is spot on
