this post was submitted on 22 Dec 2024
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[–] eleitl@lemm.ee 4 points 20 hours ago (1 children)

Page doesn't render properly.

[–] Joker@sh.itjust.works 4 points 19 hours ago (1 children)
[–] eleitl@lemm.ee 1 points 17 hours ago

Thanks -- it has been clear enough that an another AI winter is coming. Likely latest when the Global Financial Crisis 2 is here.

[–] einlander@lemmy.world 29 points 1 day ago (1 children)
[–] SlopppyEngineer@lemmy.world 8 points 1 day ago (2 children)

The article does mention that when the AI bubble is going down, the big players will use the defunct AI infrastructure and add it to their cloud business to get more of the market that way and, in the end, make the line go up.

[–] Voroxpete@sh.itjust.works 9 points 1 day ago* (last edited 22 hours ago)

That's not what the article says.

They're arguing that AI hype is being used as a way of driving customers towards cloud infrastructure over on-prem. Once a company makes that choice, it's very hard to get them to go back.

They're not saying that AI infrastructure specifically can be repurposed, just that in general these companies will get some extra cloud business out of the situation.

AI infrastructure is highly specialized, and much like ASICs for the blockchain nonsense, will be somewhere between "very hard" and "impossible" to repurpose.

[–] Alphane_Moon@lemmy.world 3 points 1 day ago (1 children)

Assuming a large decline in demand for AI compute, what would be the use cases for renting out older AI compute hardware on the cloud? Where would the demand come from? Prices would also go down with a decrease in demand.

[–] SlopppyEngineer@lemmy.world 8 points 1 day ago (1 children)
[–] Alphane_Moon@lemmy.world 2 points 1 day ago

Haha. I believe the AMD Instinct / Nvidia Datacentre GPUs aren't that great for gaming.

[–] walter_wiggles@lemmy.nz 8 points 1 day ago

Big tech is out of ideas and needs AI to work in order to drive growth.

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