Well, you still need the right kind of hardware to run it, and my money has been on AMD to deliver the solutions for that. Nvidia has gone full-blown stupid on the shit they are selling, and AMD is all about cost and power efficiency, plus they saw the writing on the wall for Nvidia a long time ago and started down the path for FPGA, which I think will ultimately be the same choice for running this stuff.
this post was submitted on 27 Jan 2025
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So, I get that the hardware is needed for training the models and that's why the stock price fell. But it's also required to run the models, and this news is only going to increase the supply of AI services. It seems to me that this isn't a big threat to the companies that sell AI hardware.
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And nothing at all to do with tariffs on TSMC?
It's fun seeing these companies take a hit and the bubble deflate, but long term won't this just make AI a more alluring form of enshittification to a wider audience?
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