US Prepares for Stargate Project: 500 Billion Dollars of AI Infrastructure Buildout

[Rightness_1]

At this point, I actually feel sorry for AMD. The incompetence in the Radeon division needs booting out, it just cost them tens of Billions in contracts.

 

[Bokkie]

My instincts line up with this.

Feels like this "AI needed in everyday life" is coming very soon at the current rate of change!

 

[Mikhail Liebenstein]

The internet was a bubble at the beginning of the century, huge amounts of money were dumped in ventures that didnt have the means to make that money back in a reasonable time. It collapsed.

the exact same thing is true for ai, it will stay around and become an industry that is worth its capitalisation but that is still years away.
its far To expensive to run in its current form to be commercially viable and the QE stimmy money of the past decade and a half is gone to fuel the venture capital that’s being blown on it.

just Like real estate it needs to go pop.

Agree. I work in the field, and really what we seeing is the scale stuff dying out, and smaller more manageable projects taking over. Agentic AI is really just improved RPA. I also note NVIDIA has just brought out Digits which can run these models or be used at home. The losers will be firm who went big on GPU as a Service and overpaid. Hourly rates on their GPUs are down 75 percent.