Readit NewsBut in the case of AI, that argument is much harder to make. The cost of compute hardware is astronomic relative to the pace of improvements. In other words, a million dollars of compute today will be technically obsolete (or surpassed on a performance/watt basis) much faster than the fiber optic cables laid by Global Crossing.
And the AI data centers specialized for Nvidia hardware today may not necessarily work with the Nvidia (or other) hardware five years from now—at least not without major, costly retrofits.
Arguably, any long-term power generation capacity put down for data centers of today would benefit data centers of tomorrow, but I'm not sure much such investment is really being made. There's talk of this and that project, but my hunch and impression is that much of it will end up being small-scale local power generation from gas turbines and the like, which is harmful for the local environment and would be quickly dismantled if the data center builders or operators hit the skids. In other words, if the bubble bursts I can't imagine who would be first in line to buy a half-built AI data center.
This leads me to believe this bubble has generated much less useful value to benefit us in future than the TMT bubble. The inference capacity we build today is too expensive and ages too fast. So the fall will be that much more painful for the hyperscalers.
Those are just some of the requirements for AI agent deployment that this article mentions. And hell, I'd want some of them even if I were running the agents on my own GPU...
How does anyone have the brass stones to go to production without at least the precautions that I found necessary within half a day of thinking about it?
Is there really so much funding in the AI space?
The glossy era macbooks otoh have been a disaster in comparison imo. Unless your room is pitch black it is so easy to get external reflections. Using it outside sucks, you often see yourself more clearly than the actual contents on the screen. Little piece of dust on the screen you flick off becomes a fingerprint smear. The actual opening of the lid on the new thin bezel models means the top edge is never free of fingerprints. I'm inside right now and this M3 pro is on max brightness setting just to make it you know, usable, inside. I'm not sure if my screen is actually defectively dim or this is just how it is. Outside it is just barely bright enough to make out the screen. Really not much better than my old 2012 non retina model in terms of outdoor viewing which is a bit of a disappointment because the marketing material lead me to believe these new macbooks are extremely bright. I guess for HDR content maybe that is true but not for 99% of use cases.
If we continue giving money to people who build malware into the products, the malware will eventually be baked in deeply enough that the rest of the device will refuse to operate if it can't phone home to the ministry of truth or wherever.