I still think we’re coming into the worst of it before it comes back down. NVidia and Microsoft are pulling back on datacenter deployments and CXMT is finishing up their rampup. CXMT has basically said it’ll take on all of China’s demand which is a massive blow to the big three’s cartel, and then with slowing datacenters and obvious pushback it seems inevitable. Maybe not back to the prices from before, but I think we’ll see a downturn. Combine that with they’re trying to force companies into 5 year pricelocks shows they don’t think this pricing will last forever, otherwise they’d be telling them to buy at market rate.
I agree, but mostly because the bubble looks ready to pop. This is completely fucking unsustainable. They’re probably raising RAM prices to absurd levels just to squeeze the final but of wealth investors are willing to spend, before they give up and the house of cards comes crashing down.
OpenAI and Anthropic arent profitable, but they’re basically hyping the entire US economy right now. There’s no way to make this work long term. You cant pay back a trillion dollars by scraping data you generate non deterministically. That’s most of what LLM is until they make AGI as promised, which they won’t.
I still think we’re coming into the worst of it before it comes back down. NVidia and Microsoft are pulling back on datacenter deployments and CXMT is finishing up their rampup. CXMT has basically said it’ll take on all of China’s demand which is a massive blow to the big three’s cartel, and then with slowing datacenters and obvious pushback it seems inevitable. Maybe not back to the prices from before, but I think we’ll see a downturn. Combine that with they’re trying to force companies into 5 year pricelocks shows they don’t think this pricing will last forever, otherwise they’d be telling them to buy at market rate.
I agree, but mostly because the bubble looks ready to pop. This is completely fucking unsustainable. They’re probably raising RAM prices to absurd levels just to squeeze the final but of wealth investors are willing to spend, before they give up and the house of cards comes crashing down.
OpenAI and Anthropic arent profitable, but they’re basically hyping the entire US economy right now. There’s no way to make this work long term. You cant pay back a trillion dollars by scraping data you generate non deterministically. That’s most of what LLM is until they make AGI as promised, which they won’t.