When it pops, will the current pervasive LLM and Gen’AI’ slop dry up as their companies go under? Will LLM and agentic chatbots be removed from all the apps that have been shoehorning them into everything? Or will just some companies go under, some stocks lose value and people’s 401ks are hollowed out
Understood.
I’ve read commentary here that the excess compute will go towards AI analysis for surveillance (to a greater degree than it already is), but I’m guessing there will be many un- and under-utilised data centres. Maybe we can turn them into ice skating rinks, indoor ski slopes and swimming centres after the revolution.
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It’s actually fairly hard because the infrastructure is quite different. These new buildings or repurposed ones from Bitcoin mining are more of a supercomputer than a data center. Usually facilities like this are for storage and connection, so they are built close together and have massive input output lines.
In contrast, the new ones are put wherever there’s least resistance, in the middle of nowhere, ideally a place with cheap electricity or few neighbors to run generators 24/7.
I think the only viable usage would be renting out the cards to users, replacing home usage of models. Then again, they won’t actually be able to put up very many of these regardless, so there isn’t too much loss as long as the bubble pops soonish like 2027.
I think the reason all the AI companies want intelligence & defense contracts is a) they can claim they’re essential, and should get preferential bailouts, and b) surveillance/intelligence is basically an infinite market for the excess capacity they’ll be left with after the crash.