Finally found some good news this morning.
We could really use more good news focused communities on Piefed/Lemmy
Good start
So hardware cost will go down. Right?.. Right? :lolsob:
Publication date April 2, based on reporting from Bloomberg on April 1. Anyone have an update 3 months later? I want to see what happened to the remaining half.
reporting from Bloomberg on April 1
Um …
I’m telling you man, I can get this special oil out of this snake and it fixes everything I tried it on. It’s really rare, but I’ll let you buy some, because I think you’re smart. I wouldn’t sell it to anyone else, I’d just keep it for myself, but you get it, man.
I’ll take 3 Oils of the Snake!!! Finally, someone who recognizes my insight and commitment to enriching myself without all that foolish hard work or technical expertise.
How many cancellations and delays before we can get a fire sale on all that hardware that was supposed to go in those data centers?
The fundamental lie behind the AI fraud is that compute is scarce relative to demand. OpenAI, Grok, Meta did overinvest in hoarding GPUs far ahead of their usage. Last 2 are now competing on hourly GPU market, and AI tokens/revenue has fallen 20% since spring peak, which is a bubble pop compared to 10x/year perpetual growth expectations behind the hoarding. While hourly gpu rental market is stable rather than declining, it is stable at very low prices, mostly for accounting reasons of not actually losing money intentionally. Deployed GPUs are abundant proven by accounting floor based pricing. A b300 can deliver 8x the tokens of an h200 but only rents for 2x more.
AFAIK, it’s not “confirmed”, but there’s supposed to be warehouses full of GPUs, RAM, and storage that were pre-bought for datacentre usage, but they still have nowhere to plug them in.
For last 5 quarters, Nvidia has sold much more GPUs than get installed. On 3 year depreciation schedule, 8xh200s are $1.50/hour per card just sitting there. B200s are $2/hr. (Nvidia changes network cable each generation). Very expensive to do what you are suggesting is happening, but only other explanation is smuggling into China, or secret sovereign/military purchases.
It’s also possible that they are lent to tier 2/3 datacenters in revenue share deals.
So that means PC component prices will fall, right?
Right?
they won’t fall until AI companies cancel their purchasing contracts
donaldglover.gif
Lol, at least half. Maybe 10% actually hooked up
I want to upload a RIPBOZO gif but the file limit
Good.
Why does a vision of mobs with torches and bulldozers come to mind?
Please. I don’t want to torch data centers!
There’s valuable materials in those things, and they release nasty fumes if set on fire. I say we just set the meth heads loose on them instead. Let them strip the place bare.
