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File: ai-bubble.jpg (248 KB, 1536x1024)
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Blackstone is pulling out of the world's largest data center project (37 buildings on 2100 acres). Without Blackstone's financing, it is unlikely the project will be able to find other funding sources, especially now that Blackstone is getting out, making everyone think they have inside information on the bubble popping soon.
This follows Blackstone selling off their holdings in three other huge data centers.
>According to Bloomberg, Digital Realty Trust would pay $1.2 billion of cash and offer $2.3 billion of its shares (which the PE giant has largely cashed in by now) to Blackstone funds; in exchange, the data center company will acquire Blackstone’s 80% interest in two 96-megawatt data centers in Manassas, Virginia, and a 50% interest in a 96-megawatt center in nearby Sterling.
>>
Too much money going into AI right now, given the risk that AI exposes the company
>>
Has been obvious for 2 years that this shit is never going anywhere profit wise. Since the shit was 100% financed by trashbonds its going to end like every trashbond financed ponzi; 99% weeeeeeeeeeeee

Good riddance softbank, good riddance Japan, good riddance USA, good riddance world economy
>>
>>538247390
What kind of clowns run this show, draft up contracts that make other party commit for fucks sake
>>
>>538247390
Don't worry, AI says we'll be fine.

1/2
>>
>>538247512
Its race to AGI
>>
>>538247608
2/2
>>
>>538247390
Blacks
Tone
[blues riff]
>>
>>538247390
I may be finally able to upgrade my computer.
>>
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Anyone with triple-digit IQ has known about this for years, as another poster said. None of the major players have ever been able to demonstrate a profitable model that can pay back either their spending or commute commitments. This was always going to be the case. That is why they are all IPO'ing now, they have no more easy private investor funds and are bleeding cash. They're desperately trying to avoid defaulting. But it will happen.

Mania never lasts, even when it's institutionalized.
>>
>>538247390
There could be a million reasons a world-wonder scale megaproject falls through.
>>
>>538247778
They just re-releases fable 5. Sorry PC chuds
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>>538247832
Anthropic was on track for a profitable quarter
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>>538247390

I'm making goon material and the stupid thing still makes retarded mistakes.
>>
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>>538247390
I doubt it. AI is something that has quickly become indispensible to me. It's a new service that I didn't need before that I do need now. AI is like water, electricity, or food. It replaces make work jobs. It replaces middle management. It replaces college professors. It's not going anywhere. A correction in the market would be great though, so the money would start going where it should instead of where the idiots think it should go.

It represents the liberation of millions of hours of wasted time, and wasted lives.
>>
>>538247864
Fable 4 isn't even coming out until early 2027 retard.
>>
>>538247608
>>538247638
That is somewhat correct, not in the sense you might think, AI as a technology is not a bubble and its a field that sees quantum leaps every 3 months specially in china ( america already lost the AI race ).

the real bubble is not the technology, but the financial fraud and the NVidia tech-cartel that wants to kill PCs to replace them with ARM architecture mini-pcs, that will run a kosher corporate agent 24/7.

in a healthy society ( something that Americans are not ) all those tech billionares would be jailed for financial fraud, monopolic practices, conspiracy, organize theft, copyright violations, could go on... they are the robber barons of the 21st century, because white people are majority protestant they believe that even though they are thieves, those conspirators are billionares so their wealth makes them infalible saints who are superior to the poor... white people keep creating golden calves and then fall prey to the golden calves they themselves created due to the worship of wealth.

Zionist jesus with guns is more a sign of absolute moral decay rather than true faith.
>>
>>538247930
Sigh
>>
>>538247634
>markeing term from 2024 to scam fools out of their money
lol
go with the time the "new" scam has been "agents" aka looping python scripts
>>
>>538247608
Carefully coached AI.
Ideologically gimped AI is worthless. AI specifically programmed to tell you what you want to hear is worthless
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>>538247889
No it was not. The revenues they have are minuscule in the face of their spending commitments. They have zero (0) chance of ever paying them back. They've only been able to survive due to circular finance and favorable terms with partners. It's going to have to face the music like all the others.
>>
>>538247832
It was obvious that many of the players in the market were being irrational but for us small folks, there wasn't much we could do but wait for the meltdown (which is going to be painful for everyone) and then move on.
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>>538247925
Now what happens if the cost goes up 10X? Are you still going to use it?
>>
>>538248035
Agents are the next step yea. Pretty handy
>>
>>538248104
https://www.cnbc.com/2026/05/20/anthropic-revenue-explosive-growth-ipo-profitable-quarter.html
>If Anthropic hits that target, the company will post its first profitable quarter, according to a source familiar with the matter.
Stupid ass nigger boi. Idk if it changed since then but it was at one point
>>
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>>538247832
Technically, if they had pivoted towards quantum computing, they might have been able to salvage the situation instead of doubling down on LLMs, which directly competed with universal hardware and thereby pissed off all the plebs who started 'noooticing' it was a scam that was also gonna fuck them instead of rich dicks fucking each other in the ass as usual for Wall Street. Instead, they put on a contractual lean on hardware causing a bubble and price hike there too, didn't bother to build more power plants so they cannot even run them all, and pissed off all the locals with utility bill surges. All the while censoring and nerfing their own LLMs than admitting they literally ran out of data and newer data is too corrupted to be usable.

The only chance they had was quantum computing but they refused to divest and reallocate. Which will cohencidentally give them a perfect excuse for world economy dying that actually happened in 2019 with banks becoming illiquid and allow one last rugpull.
>>
>>538247390
and yet the elite is getting away with it
>>
>>538247930
kek
>>
>>538247390
They changed regulations so the newly sold stocks can be purchased by 401ks and Pensions. The final transfer of wealth to destroy the middle class.
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>>538248344
Yes, and if you fucking listened to what I said, it's because of ITS PARTNERS, such as SpaceX which reduced fees for the ramp-up months of May and June. Their expenses were artificially suppressed, generating a fake impression. It is NOT PROFITABLE. It's a fucking LIE. Put some effort into learning what the fuck you are talking about moron.
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>>538249045
>not a single fact to back that up
Nupol is gay
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>>538249133
https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm

I don't even know why I bother spoonfeeding you fucking morons. You have a literal chatbot that can do it for you if you just ask and you're still too lazy.
>>
>>538249263
SpaceX's projected value of its AI business is so insane that Musk should be arrested for felony fraud. It's crazy to watch all of this crap happen in real time.
>>
>>538249263
I ain't reading all that
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>>538248813
That's just half the truth. Its about those companies getting fantasy valuations so they automatically enter index funds like the shit and piss which is bought by retards like pension funds that have outdated bullshit charters and obligations
>>
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>>538247832
See ya in a year loser, yall nerds still think the market is organic.
>>
>>538248204
Local models are already free. You could learn to program, right now, with a $250 graphics card as your professor instead of going to college. The problem with AI, actually, is that it makes things too cheap. That's why rival nations are running anti-AI propaganda campaigns. If they can't keep up, it's already over for them.
>>
>>538250667
>with a $250 graphics card a
Brother
>>
>>538247638
the internet bubble burst in 2000 was because of companies frantically patching computers due to the y2K date code scare, so that bubble was baked in. It was going to happen because a huge ton of money was thrown at it to hire short term IT workers to beat a deadline. Its not even a valid comparison.
I don't even care, I just want to get a cheap GPU, I've been waiting for 5 years. First the crypto miners ruined the market than the AI shit happened.
>>
>>538250747
Gemma 4 12B runs comfortable on 8 GB
Serves most use cases the average consumer has
For agentic coding on the level of opus 4.6, 24 gb with qwen 3.6 or glm 5
>>
>>538247634
There is no AGI. Intelligence doesn't come from word prediction. Intelligence comes from ideas. A binary processing system cannot create ideas. It's impossible. It doesn't matter how many $8000 Nvidia GPUs and how much memory you throw at it, the machines cannot get ideas, and cannot actually think, and thus are not in any way intelligent or smart. They are mimics, mimes. You know what a mime is? A mime is one of these stupid things-
https://en.wikipedia.org/wiki/Mime_artist
That's your AGI.
>>
>>538247832
>Anyone with triple-digit IQ
Anyone with a triple digit IQ realizes that all the major players in the AI game have resources on the level of nation states and that the infrastructure simply isn't going anywhere and that like it or not, but the development of this technology is a matter of national security at this point. But you don't have 3 digits, do you, Squidward?
>>
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>>538251698
Yep. You ask a question, it consumes the internet and finds an answer in a way to trick you to thinking it’s “thinking”.
>>
>>538251289

I'm waiting to get Fable 5/Opus 4.8 in the home, How long do you think? Will probably snap up some GPUs and run 2-4 of them (32+ gig models) when the market crashes and these companies (through third parties) flood eBay with headless GPUs. I learned how to build a proxmox machine and set up linux for my docker containers. I got 4 operating systems inside a single box with my main windows machine separetly hooked up to a disk shelf that I did a fan mod on. AI helped a shitload with all of this. I have a dream setup that I always wanted at a fraction of the price, and I'm unemployed rn. I already have an Epyc motherboard and a ton of ram that I'm almost tempted to sell instead. It's a pain to deal with scammers, though, so I think I'm just going to build it into something in my server rack.
>>
>>538251788
Kek
They don't. They cannibalize banks that have consulters that were scammed into writing trashbonds
>>
>>538247638
Ai has been used in software since 2015 or whatever. "Ai" as it exists right now, isn't that new of a thing. They seem to have made it better now, but "ai" has existee in software in some form or another for a while.
>>
>>538251846
It's 100% based on word prediction. What word is most likely to come next? Then it looks though data stored in its trained model to approximate something based on the completed list of words.
So if you tell it to make a picture of fat JD Vance, it has no idea at all, no thought, about what fat means, who JD Vance is, etc. It cannot possibly have an idea, because it's not intelligence, it's a "large language model".

Bear in mind that a human that has never heard or seen any human language before can get ideas about what he experiences. He doesn't need words to understand it. He can discover fire, discover how to make and use fire, without ever knowing the word "fire" or any other word describing such a thing.
>>
>>538247390
no, it's not, jew retard. we're in Agentic phase of AI and there are many more phases to go before we reach any popping
>>
>>538252093
No idea, depends on what you want to do with the models. Glm is in some "benchmark" on the same level as fable 5. Generally the gab between closed weight and open weight has gone from 6 to 3 months
>>
>>538250520
No I don't. The entire industry is a gigantic rotating circlejerk that would have been stopped if we had competent (or uncorrupt) regulators. That's irrelevant. They don't have the money, no one can bail them out. They are not profitable, they can't sustain it. And the government can't pay it off because, again, they are not profitable.

>>538251788
No they don't, almost all of their money comes from private funding, all of which expect a return on their investments. Many and more of these companies are canceling their projects as they continue to stall. The government is going to fund its own private initiatives and those will obviously align with their partners. That doesn't mean they are going to prop up an inherently unprofitable industry because uhhhh I dunno lol
>>
>>538252334
Eh. Gaysome practically did a mini bail out for Anthropic. It won't save them in the long run but might give them enough time to IPO with fantasy valuations and be bought out by pension funds through inclusion into the shit and piss or niggerdex. Which is also just a temporary patch, with boomers out pension funds face rising redemption rates and lowering buy ins; millennials and zoomers reduced 401k contribution by average 9%
>>
>>538251289
12b ain't teaching you shit homie
>>
>>538251698
The only thing is what's actually going on behind closed doors and why are they going so hard with data centers? Sure the goy models for the nigger cattle are just basicall smoke and mirrors, but is there more to it that they're hiding? Personally I've gone full schizo and I think they're trying to pull some shit through another dimension using technology, and my gut tells me the CIA/Glowniggers/Kabbalah satanists know more than they're letting on. Maybe they have had some crazy break through in the models or something, maybe they have a formula that goes beyond simple probability or maybe they have the theory and are now trying to summon this shit in reality.

IDK
>>
>>538252093
Ain't happening unless China distills it and open sources it
>>
>>538252595
Active parameters is less relevant than the marketing is making it out. I was able to have a 4B model with low quantization years ago churn out a lot of funny organic chemistry homework.
>>
>>538252650
>Muah distill attack muah china
Better go back to the skynet fear porn propaganda nigger.
You really suck at any form of marketing that isn't targeted exclusively at tech illiterate boomer and GenX scum
>>
>>538247832
Low IQ take. It's very easy to let people pay to use your model and make a profit. That's how all the Chinese labs operate and how the frontier models operate in principle when you use the paid plans.

The money they are blowing isn't from running the publicly available models at a loss. It's being spent building data centers and training new models, which account for the bulk of the costs.

OpenAI could become profitable tomorrow if they stopped developing new models and investing in data center build outs and simply sold use of their current model at a profit.

The problem is that another company would develop another model and sell use of that model for the same price, which would reduce demand for OpenAI's model. That's why they have to spend the money to develop new models.

It will probably come to this in the near future. The spending is unsustainable. That doesn't mean there will be a crash and these companies go bankrupt. It just means that development will slow down and we will have to pay to use the tech that's available without expecting it to get significantly better at a rapid pace like it has been doing.
>>
>>538247634
its not happening. your stock is going down.
no morr gee dee pee line-go-up feel good feelings. sorry boomer :( you spent your whole life chasing those pyramid scheme line-go-up dopamine hits. you gave everything away for it. you are a junkie addict and time is up.
>>
>>538252921
Aha, so that's why XAI and meta are now in the "selling compute" business

Fuck, you boomer and GenX trained marketing scum cannot die soon enough
>>
>>538252639
>The only thing is what's actually going on behind closed doors and why are they going so hard with data centers?
Ever do cocaine? Ever feel like you're on top of the world and nothing can stop you because everything's going well and you keep feeling like you're winning? Now, imagine some dorky nerds with zero charisma or street smarts having the same motivated dedicated high. They think they're creating a silicon lifeform, a digital God that they can meld with and never die. They think they can cheat nature, using their autistic dork sense of craftiness.
Eventually, you do too much coke, you end up destroyed, and you've also destroyed dozens of lives around you in the process.
If you understand human nature and how people react to dopamine, all of this LLM craze makes a lot more sense.

There IS good news. The LLMs are better office workers than women and jeets, so AI will be used to remove them from the workplace because they're cheaper and faster and work 24/7, no vacations, no unions, no pensions or insurance needed, and no payroll taxes to calculate.
You're already seeing the layoffs. Companies are going to start removing every unproductive worker they have in their offices.
>>
>>538252844
>fear porn
You retarded double nigger. Getting a knock off fable 5 would be amazing
>>
>>538247930
lmfao this is good bait
>>
>>538253037
Get lost marketing jeet
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>>538253044
Glm 5.6 is regarding cyber security tasks practically fable 5
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>>538252234
Looking for something that codes really well. Right now I develop python scripts with online github libraries of software (audiobookshelf, stashapp, plex, komga, lanraragi, emulators). Just all my self-hosted vids, then I just have it design ways to import special use-case stuff. I had opus build me an ambient sound setup where it took audio files, combined them into one track with seamless transistions (removing any crossfades), adding tagging data, then fitting it into a home assistant music assistant server that i can call on with my voice "okay nabu, play brown noise" and it would select from anything that has "brown noise" in tagging or title or album data.

That's the simple part, but it's understanding how Music Assistant works, or setting up living read orders with offline lists for comic books that I constantly import (and I want them to download, convert to .cbz, tagged, moved to the right collection, given chronological data via a living read list that constantly changes for events/reboots) that can take awhile. It took me forever, across multiple models, to get me to play audiobooks/amibent sounds/podcasts over my home speakers with Home Assistant voice with good commands and quick responses. Still buggy too. Just asked Fable 5 more on a script I'm building after it became available. 2nd response timed me out and I gotta wait 5 hours for it to maybe do a script better. But I do get where I need to go.
>>
>>538253037
Plausible theory makes more sense than actually manifesting some consciousness. I find it hard to believe you could even do it with modern technology but I know these psycho jews want to do it, the real question is how far along are they, really.
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>>538253142
Claude lol
>>
>>538253142
The living comic book script uses an offline model that grabs from list data easily and moves the files around, but the actual development of the entire script that will cater to that smaller AI, that's what I need to run, effectively, to make the script first. I can run the script with lower-effort, lower-cost AI locally. I use a 6800xt with 16 gigs of vram and I got 32 gigs of freely avaialble system memory.
>>
>>538253142
I hate it when troonspeak hits my retinas
>>
>>538253142
Qwen 3.6. your goal appears pretty easy. You might get off even cheaper just hiring a python nigger on afterwork
>>
>>538253208
Yes, I know, lol, but it times me out on Fable 5 after 2 fucking prompts on some projects. Opus isn't good enough. And I have until the 7th to get this stuff done where it becomes expensive as fuck to run it with just tokens instead of a sub. Thinking of buying an entirely new subscription just to use both and get these projects done.
>>
>>538253238
Every model struggles, though. Paid version of GPT up until the last month where I had enough, Opus 4.8 (before it was lobotomized for the initial fable 5 launch, it's barely good enough and requires so many hours, sometimes it's incapable).
>>
>>538253353
The model is not the problem, your prompts probably are. If I get the goal correctly you want to speech to text a database; that's a very deterministic task, llms not really necessary. Any poojeet should be able to code that
>>
>>538252334
Government is deeply in debt and also has no liquidity. Even the banks have been fucked since 2019. There is a liquidity crisis in banking. So they don't have the money either unless they want to no longer deny hyperinflation but that will cause them even bigger problems. Meanwhile the big 4 stock market brokers which own 90%(including each other) of the planet are pulling out for a rugpull and they already changed the rules to allow them to liquidate retirement funds and so forth.

Meanwhile the 'AI' companies didn't even invest in proper AI. That would require quantum computers. They chose fucking LLMs. So you cannot even salvage any value from it. Even all the computer farms they built don't even have enough power to run them and the data they harvest is worthless with all the botting and shilling. There is no return.
>>
>>538252639
it's just another wealth transfer scheme, literally the same pattern as the COVID scare
>>
>>538247498
Didn't trump basically give them a whole bunch of tax payer money to them to raise our water and electricity bills? Wtf is this shit
>>
>>538253186
You can't manifest consciousness with machines. Consciousness is not electrical signals. Anyone that thinks it is has a grave misunderstanding about how the neural networks of living organisms functions. A computer has no dopamine receptors, no serotonin receptors, no GABA receptors, no endogenous cannabinoid receptors, no endorphin receptors, etc.
This chemistry forms the backbone of how living things sense the world and interact with radio and life force.
Have you ever noticed that the nervous systems of higher animals resemble a radio receiver/transmitter and antennae?
And humans walking upright are ideally tuned to receive radio signals using nerves in the body and limbs? Have you ever wondered what a soul and consciousness really are?
Are you tuned in? AI sure isn't.
>>
>>538252921
All talk, no show. Revenue from most models don't cover the costs straight up, even completely ignoring R&D these fucking things cost shitloads after you factor in sales, marketing, wages for staff, etc. They are unprofitable. They haven't even demonstrated demand is going to stick around. For fuck sake more and more studies are finding enterprise use is all fucked up by these dumbass things, and how many customers are even going to be around when the prices are 10 times higher? I mean, CAN AI be profitable? Obviously, of course it can, at some point. It's a valuable tech that is going to do loads of shit. But there are some fundamental problems here, and I'm not optimistic they will be addresssed.

>>538253493
In a way it's somewhat beneficial for us, ironically. Can you imagine how fucked we would be if they had their hands on quantum computers? I do hope I live to see them mainstream though, that and a mastery over fusion energy would be amazing.
>>
>>538253649
I honestly have no idea why the fuck they went with chips instead of quantum. We already reached a dead end in chips a decade ago, which is why the big think tanks and MIC switched to using quantum computers for their heavy computing needs. With the kind of money and resources they wasted they could have bruteforce a cheaper means of mass producing them and popularized them. Instead, they chose a tech that we already knew was a dead end and was reaching its limits. That cannot even support any advanced AI. Hence why they are glorified chatbots.

Makes no fucking sense unless rogue AI theory really was that big a problem for them but even quantum computers are a bitch. I mean it is great news no doubt I just like them using it to finally nuke the economy and pin the blame on that instead of the actual death being the 2019 banking liquidity crisis.
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>>538253142
I am getting a shit load of work ton with the $200 per month claude max subscription. I wrote 150k lines of iterated and tested code for a FPS game in 1 month. Should be releasing on steam within the next 2 months and getting a return. Right now they are offering outrageous amounts of tokens to non-commercial users. If you have a good idea targeting end users(not selling a product to companies) now is the time.

Running it yourself would be awesome but i dont think they will ever let the public have hardware capable of running Fable 5 level of AI. The monetary cost will be too high. Maybe in a year you will get something that rivals 4.8 opus locally.
>>
>>538253490
Kind of? Hard to describe and didn't want to give you like 5 paragraphs of autism bing bing wahoo data management stuff. The audiobook/podcast/ambient sound calling was just for a voice assistant setup that I already had the power for; it was just having the AI figure out how MA works with trial and error so it can write a script around what I was doing.

>Calling the media is easy now; the script is done, but it required making a special index of everything, then writing a script that exports audiobooks into that language via URIs. again, not a problem to export shit from an API with a key, but URis from audiobookshelf have problems passing through to Music Assistant, but they do persist longer incase I ever need to unlink audiobookshelf from music assistant which will destroy the music assistant URIs but not audiobookshelf, but there are bugs with ABS URIs like sonos won't play or retain data when tapping pause, but the voice...

And this gay shit leads to a problem where I am constantly trying to figure out what's wrong, getting the AI to figure it out, then fixing it, only to come back to it because adding one thing broke 6 others.


Same idea with the comics, I want to automate (easy part) downloading, converting, updating with metadata, but keeping a list in check where it organizes based on a constantly changing list of parameters and adjusting. That shit is easy to run locally, but it's building the script that gets better. I feel like I am asking it correctly, reasoning it out/ catching it when it misunderstands. It just takes forever. I'm clear with what I want, but I gotta be on the computer for hours to get where I need to be for these specialized apps.

Setting up Docker in Linux and linking the big files over SMB? Not a problem. But the bigger scripts that I will eventually run a version of in a smaller way (sorting/downloading/metadata matching, voice matching, etc), developing those eat tokens, and I get timed out.
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>>538252990
They are selling compute because their models aren't competitive. The only models anyone will pay to use are the best ones (OpenAI, Anthropic, Gemini). If you are in X's or Meta's position it makes no sense to try to sell your shitty models at a profit. Nobody will pay. It makes more sense to simply sell the thing that you have for which there is demand (your data center capacity).
>>
>>538253142
Just pay an Indian $3/hr to debug your code
>>
>>538253649
Demand for the paid models is low because the free stuff is so good. When that goes away people will pay. There is no arguing that these things are worth paying for if that is the only way to use them.
>>
>>538254305
depends. I don't think people are going to pay to make stupid cat videos. I dunno though people are fucking stupid.
I kind of want to look into for doing programmed drums for songs. I can do it myself but I find it tedious to get good results
>>
>>538247390
They didn't really think it through for if they did they would have secured authorization to move isotope before they broke ground.
>>
lol you think they will pay for this.

Nope goy taxpayers will along with complete control of their lives.
>>
>>538247925
That doesn’t mean LLM’s are a good business. I need oxygen every second of every day but it’s not a very lucrative business to sell oxygen.
>>
>>538247390
>blackstone pulling out
This will make a lot of people to pull out which will make even more people pull out. I hope the bubble pops HARD
>>
>>538247925
The only thing AI has going for it is the fact it can read faster than me. It's a neat toy but until we get the energy problem under control or vastly boost the tech's energy efficiency, it's just that-- a toy
>>
>>538248813
Maybe the democrat party should stop running women and niggers if they want to win?
>>
>>538247638
AI is going to be a big deal and make money someday, but that day isn't today. 10-15 years from now I'm sure AI will be earth shattering, but try telling a 67 year old F500 CFO that. They won't hear it. The boomer executives are cumming their pants in excitement for AI replacing all employees, and we're still at least 10-15 years away from that
>>
>>538256543
You can scold a human into working better, I doubt a bot will respond the same way even in 15 years
>>
>megacorp that is obviously getting money straight from the money printer suddenly decides that it doesn't want to do a thing anymore
this is why giant projects should all be state funded. maybe not federally funded, but allowing Globomegakike corp to willy-nilly decide to pull billions of dollars of funding from your town is something that a local government should not tolerate.



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