https://www.reddit.com/r/accelerate/comments/1xew8lu/data_center_spending_to_more_than_double_to_21/
>>110157448Spending more money that they don't have
bubblepoppingbros our response?
i just wanna be able to buy consumer hardware again can't even find a fucking raspberry pi right now
https://isaiprofitable.com/
>driven by growing demand forand development of Al servicesLuddites keep losing LMAO!!!
>>110157448of course the elites are all in on AI
But she said...
>>110157448Probably conservative DESU. I would be surprised if we don’t hit 2 trillion next year already.Elon musk just said they would install at least 10GW of Vera Rubin next year, which means 500 billion to NVIDIA alone from one customer. He said their goal is double that.I’m not saying he will hit it. But I am saying that those who think it’s a bubble: we have t seen nothing yet. The next 2 years may get a bit crazy
why dont they just spend the money on trying to build the tallest possible structure. like build something 50 miles high. then buy a plane ticket for everyone in the world and have all 8 billion people come to this one city where they light the 50 mile high strucutre on fire and it topples over partially out into space everyone on earth gets to see what that looks like. that sounds like a better use of 2 trillion dollars
>she
>>110157530Elon Musk will send a human to Mars by 2018 as well
>>110157502What did Amazon even spent their $370 billion on, they don't even have a single good model?¿?
>>110157528>people keep calling her A.I bot lol
>>110157687Do you seriously think OpenAI and Anhtropic use their own cloud to run their shit?
so uh, where will they get that money from?
>>110157699>Do you seriously think OpenAI and Anhtropic use their own cloud to run their shit?Then shouldn't Amazon get profits from these companies renting their servers?
>>110157708>Then shouldn't Amazon get profits from these companies?Yeah, the "profits"... exactly.
>>110157528did ed zitron transition?
bofa deez nuts lmao gottem
>>110157687>>110157708amazon make trainium chipsanthropic user very little to no nvidia and until recently, trainium was basically the only thing they were usingamazon is also a major investor in anthropicand while the buildout is happening, amazon will collect plenty of money from ant renting out servers, but they also have to pay for the up front infra costsi'm an ai bull tho, so i think all these companies will make enormous amounts of money eventually tho
>>110157502>shovel sellers are racking in the big bucks
>>110157726The only companies selling actual real things on that list
>>110157722oh also, something fun to think about:the security issue that led to fable being shut down for a couple of weeks after launch?amazon's ceo personally reported it to the white house
>>110157748It certainly brought a lot of hype to the table. And POTUS has a lot of stocks in AI companies, curious.
>>110157498If you cannot afford it now, you couldn't afford it before. If your life depended on having an extra $200, you're poor.
>>110157722>i'm an ai bull tho, so i think all these companies will make enormous amounts of money eventually tho>AI makes menial processes more efficient, thus requiring less menial labor, thus even requiring less AI>the bulk of use case by enterprise isn't very complex and is something any of the AI models can achieve>all the big, mega corpos have already bought into integrating AI into their processesWhere do you see this explosion of money coming from for the likes of Antrophic and OpenAI? Government contracts don't send things to the moon.
>>110157832menial processes like software engineering, drug discover, and legal worklol
>>110157865So the path to profitability of AI companies is bilking the fuck out of a small and specialized clientele base? Big money isn't there.
>>110157869yes small and specialised industries like software, pharma and legal lol
>>110157872Big Tech have their own internal models. They're not OpenAI's customers. And the largest pharma in the world is not even half the market cap of Amazon. Also Big Pharma will have their own internal model because they can afford it and they have a more specialized use case. Where's the money?
>>110157448imagine the world we would live in if they had invested that much in roads, energy plants and factories instead. There would be a real industrial revival instead.
>>110157895
>>110157891>Big Tech have their own internal models. >Also Big Pharma will have their own internal modelno and no
>>110157901Even if you believe so, B2B businesses don't make big money, which is what you're describing the business plan of AI companies is.
>>110157448so what are they going to do when they spend all this money on chips they don't have the electricity to powerstuff it in a closet and use it in a decade when the power plants get built?the us does not have the necessary energy infrastructure for the current planned builds
>>110157916lol
>>110157901nta but even 5 minute google says the opposite lol. pharma uses their own proprietary ai stuff.big tech who want to protect their IP do too.
>>110157925deepmind still uses claude lol
>>110157898SAAAARRRRRRR
>>110157924Are you for real? This guppy is not the kind of return that's expected of AI companies.
>>110157448Ed Zitronsisters?!?!?!?!?!??,
>>110157938do you think microsoft's value is derived mostly from its b2c business? lolsatya out there handing out windows 11 cd's on the streets
>>110157946No, retard. YOU are describing that AI companies will largely be B2B businesses.
>>110157950you're babbling incoherently now lolmicrosoft is a b2b businessnvidia is a b2b businessamazon is a b2b business
>>110157955Wrong
>>110157955>nvidia is a b2b businessYeah, selling shovels to bubbles lmao.
>>110157448ACCELERATE!!!!
>>110157922Are you fucking retarded?
>>110157448https://www.theguardian.com/environment/ng-interactive/2026/oct/22/finland-google-felling-trees-datacentreinb4 Altman dicksucking bots
>>110158253>treesUse case?
>>110157797lmao get a load of this luddite. My hard drives, not SSDs, the mechanical ones, alone cost over 600 USD more than I paid for. Try extra 2000 USD.
>>110157895If the future, you won't need roads. AI will make universal replicators a thing. You'll never leave the house again.
>>110158270More than you'll ever have.
>>110158284The fuck is a universal replicator?
>>110158302That star trek thing that just rearranges particles into whatever you want.
Why don't they just pause, built the power and infra we need for the DCs and then build the DCs? If the industry just worked together and sorted this out they wouldn't need to race like this building DCs with no power and buying GPUs they cannot turn on.
>>110158307why would you explain that to such a pleb, are you AI?
>>110158341Because China, it’s a war anon.
>>110157530>Elon musk just said they would install at least 10GW of Vera Rubin next year, which means 500 billion to NVIDIA alone from one customerAnd where is he going to get that money from anon? Or the money for the construction and electricity which is another 200 billion?Don't say spaceX for fuck sake.
You do donate your neetbux to your local data center, right /g/?
>>110158341because if they do that than another one will get the gpu. it's better to buy all the gpu even to do nothing than letting the competitor get them. they also do that with people btw; google is paying millions of dollars to a few engineers just to do nothing all day so they don't go to a competitor.
>>110157895>imagine the world we would live in if they had invested that much in roads, energy plants and factories instead. There would be a real industrial revival instead.schools, hospitals, musk anmd scam altman and jensen should be in a cell in a supermax for life for this scam
>>110158341Because capitalism works like that. It's a race to deprive the competition of resources so you can get an advantage. Since everything in life and business snowballs, as soon as you get a few months' legroom, it becomes exponentially harder to beat you in the same game. Until you become so big that more nimble players (startups) can eat your lunch from under you, but then you use your money to buy or crush them.If company A gets all the DC deals, company B has to buy all the GPU capacity to prevent the DCs from ever being furnished, and company C has to buy all the power contracts so that neither the GPUs nor the DCs can ever be used. They don't care that they won't use the power themselves, it's just to prevent others from getting ahead, etc. In the end, they can resell that power to them at a super premium if they can't figure out how to win otherwise, and so forth.
>>110157502profit isn't the point, it's about enslaving the goyim.
>>110158365There is no power to buy, it does not exist. The US has little excess grid capacity which means all the chips you buy are useless as building power facilities will take longer than the use cycle of the gpu.you might deprive your enemy of the gpu but they can't use them anyway because they can't power them in any significant quantity so what good is your prevention purchase?its irrational behavior
>>110158844On the contrary for all of this, you can absolutely broker deals to reserve grid capacity for years. And it is not at all irrational, the entire point is to strangle your opponents. If they're struggling to breathe, they don't have time to go find solutions to their current lack of hardware, for instance.This is like capitalism 102. You need help.
>>110158866>you can absolutely broker deals to reserve grid capacity for years.https://www.icf.com/news/2026/06/icf-report-rising-us-electricity-demand-press-release>The report, Electricity demand growth: How will the grid keep pace?, finds that the U.S. power system currently has only about 26 GW of excess generating capacity above minimum resource adequacy requirements, which is roughly 3% of total capacity. how many giant server farms do you think you can build with 3% excess capacity? not many
>>110158895You don't understand. When you reserve advance capacity, only the capacity you have reserved is actually reserved. All other use is best-effort. Always have been.It is also important to point out that overcommit is common in energy brokering. Same as internet bandwidth of old.
>>110157502you loat tranny
>>110158963The providers are not going to oversell to the point they would put your average person into brownouts.why does Microsoft have GPUs sitting in boxes instead of in servers if the capacity exists?the power just does not exist to power every gpu sold in the us to these hyperscalers
>>110159001>why does Microsoft have GPUs sitting in boxes instead of in servers if the capacity exists?We have already established that the capacity does not exist and that they're buying out GPUs to starve those who have the other resources captured from GPUs. Try to keep up.>the power just does not exist to power every gpu sold in the us to these hyperscalersWhich forces one of them to broker international power deals or to spend massive capex on setting up their own power facilities. That's literally the whole point.Pay attention. We've been over this.
>>110159021>they're buying out GPUs to starve those who have the other resources captured from GPUs.said competition would have to be outside the US grid which only leaves China with the real excess capacityand you are telling me the US government can only keep chips out of chinese hands by burning countless dollars buying and hording them?
>>110159050That will be my last reply since you just keep making bad statements about topics we have already covered. All your slow witted takes are prebunked.
>>110159074>i don't have an argument or data and i don't have any credits to outsource my arguments to my llm
>>110157448And somehow, the price per token will only get higher!
>>110157448sounds like an effort to prop up the stocks, take a look at SOXL. shits fucked.>can't buy hardware>can't invest because this shit is already in bad shape and could go belly-upit's a shit sandwich.
>>110159001>The providers are not going to oversell to the point they would put your average person into brownouts.depends on how much money there is in it. no one loves the electric company, the bills are already too fucking high. they have no goodwill to lose, and potentially huge profits.
>>110157448Luddites in shambles
>>110159303SOXL has always been a meme. It's attachment to reality is tenuous at best.
>>110161640Wrong, but looking at leveraged assets to get an impression of its asset components over periods longer than the rebalancing window is retarded.
Kind of funny actually. Data centers caused massive personal computer component shortages. Now they are the only ones able to pay massive amounts for these components. They deserve it.
>>110158755this, it's priceless because it has actual value unlike fiat (which they can just print)
>>110157448what's bofa?
One of the best thing about SI is that it turned the brains of all the looney trooney who have been terrozing tech for the last decade into literal slop, possibly greatly accelerating the dick-axing to rope pipeline
