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0 pointsSXX2d ago0 comments

To be honest whatever author wanted to say there three categories of AI related companies: hardware manufacturers, cloud providers and purely AI companies.

Only the later have something to lose if AI bubble gone by tomorrow. Everyone else will just stay with grown capacity and reuse infrastructure for whatever.

Not listing other hardware companies is just dishinest. AI is not a crypto mining where resources are just burned.

0 comments

flexagoon2d ago

> Not listing other hardware companies is just dishinest. AI is not a crypto mining where resources are just burned.

AI is exactly like crypto mining in that Nvidia is the one who profited from both

SXXOP2d ago

Crypto mining bubble was 99% of speculation plus scams and 1% of R&D for decentralized finance.

No matter what happen with the AI bubble text, image and video and other generative neural networks are here to stay.

Whatever you like it or not this tech already changed a lot of industries and there is no going back.

flexagoon2d ago

I specifically said they're the same in that Nvidia profited from both of them, not that they are the same in all other aspects.

nothercastle2d ago

Bitcoin is here to stay so is crypto but the impact was much more limited then initially predicted

1 more reply

DrewADesign2d ago

I haven’t heard any compelling use case, in the event of an industry implosion, for many many many billions of dollars of GPUs that were already proven too unprofitable to operate for the industry they were built for.

Dark fiber, for example, had a much more compelling use case.

j / k navigate · click thread line to collapse

0 comments

flexagoon2d ago

> Not listing other hardware companies is just dishinest. AI is not a crypto mining where resources are just burned.

AI is exactly like crypto mining in that Nvidia is the one who profited from both

SXXOP2d ago

Crypto mining bubble was 99% of speculation plus scams and 1% of R&D for decentralized finance.

No matter what happen with the AI bubble text, image and video and other generative neural networks are here to stay.

Whatever you like it or not this tech already changed a lot of industries and there is no going back.

flexagoon2d ago

I specifically said they're the same in that Nvidia profited from both of them, not that they are the same in all other aspects.

nothercastle2d ago

Bitcoin is here to stay so is crypto but the impact was much more limited then initially predicted

1 more reply

DrewADesign2d ago

Dark fiber, for example, had a much more compelling use case.

j / k navigate · click thread line to collapse