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Six more years of seeing genAI shoved into every crevice of existence sounds like a version of hell

don't worry, each year the bill will reduce because we'll have more humans, right? right?

But AI will make jobs redundant, so where will the humans find the money from with which to spend $85 a month on compute? It's a mystery!

How else would we defraud software companies with ratings used to con their customer

but butt Sir I thought it was all gonna be free

lol at the "no more than $3.6 trillion" part. That is already an insane overestimation of the higher bound.

It's year 2076. The economics of re-training base models from scratch don't work anymore. Every system prompt starts with "imagine you are 50 years in the future, and here's what happened since 2026"

Es eso bueno?

I don't get these ridiculous revenue projections. No one wants their products, and they're definitely not going to pay a price that makes the product profitable.

I believe the writedown is worse than that. Newly released processors will greatly lessen the demand for the old ones to the point that few people will be willing to pay a usage fee sufficient to cover the electricity to power them. But I agree, there is no real path to a ROI right now.

Neoclouds, for anyone that isn’t pretentious, is the new catch word for data centers. Neoclouds = specialized cloud provider designed specifically for artificial intelligence (AI) workloads, offering high-performance computing resources, primarily through graphics processing units (GPUs).

2030? Can they bring it forward? I’ve got a fortnight’s leave in a week, I was hoping to watch the end of america and AI in the same break.

For scale: Bain & Company said last month the industry needs $6 trillion in annual revenue by 2031 to fund its infrastructure, per The Register. Gartner's ceiling for AI data center revenue through 2030 is $3.6 trillion in total.

So if there's 8.5 billion of us, that's $1000 bucks each thru 2030. Or roughly a PS Pro with GTA 6. Each. 8.5 billion PS Pros. That's the ask here.

"$8.5 trillion in revenue"

It’s easy to predict doom scenarios when yields and spreads are blowing out, but @edzitron.com has been working out in these here ideologically contrarian salt mines for years. Respect!

Given the preceding paragraphs, that last sentence -- "Gartner does not expect the 12% ROIC to be achieved until the end of 2032 at the earliest" -- reads like an AI hallucination. Which it might well be.

Theres 70 billion dollars of anual GDP in the entire planet, they need about 3% of the global economy to be AI, thats more than gas

Today feels like a very tippy day.

Gonna happen before then. It’d be great for my retire if it didn’t. But way before then.

Yes, no argument on that!

For assets with a useful lifespan of, what, 3 years? 4 years?

It's the ancient wisdom of Wall Street: "IBGYBG." Which stands for "I'll be gone; you'll be gone." Which is what loan officers say to deal makers.

Economically, yes. But AI is about power - societal and political.

As was pointed out, the figure is spread over 3 years - although I initially read it per year. It is still ridiculous as for the US it would be about the same size as all professional services and larger than the US government. And on a world-wide basis, the automobile sector. Still ridiculous.