What makes you think it is a she?
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- Thread starter bd popeye
- Start date
No offense but sometimes, I don’t know how many genders they have made up at this point. That thing could be a man girl hybrid for all I care but the end result is still stupid anyway
We do not know that.
Clearly we do not.
What is not sustainable, is the money put into these projects. Capital is scarce. That is limited.
A.I. could be unlimited.
Look at what Gates allegedly said in the past, that 640K is enough memory. This probably not true, because instinctively we know that when the system expands, going to need more.
The computer from being a mainframe, goes to the desktop, to our hands. Probably going further too.
The internet, went from webpages and email, to platforms, that is still expanding.
A.I. is like the computer revolution and the internet revolution, that is the expectation.
That seems unlimited. We just do not know what is next.
Remember Jensen Huang? He wanted a graphics card, so we can play computer games! Would we have said that was unsustainable because how many people really want to play computer games? Maybe, maybe not. The truth is, we just did not know.
(I know I do not play computer games, I kicked my Pac-Man habit a long time ago.)
Therefore, that is the proposition in front of us. If A.I. is unlimited, then the demand for data centers will increase over time.
We must remember how these LLM works, that a token is generated from a matrix calculation, that will generate another token, from another matrix calculation. In other words, if we ask DeepSeek a few questions, like 3 questions, the compute required grows exponentially with every question, that is my understanding.
So if A.I. is a grow industry, which it surely seems it is, as the Chinese putting A.I. into everything, that means the compute must grow exponentially to met demand.
This is a very solid business case for expanding data centers.
And look who wants to do that, it is the insiders of the industry, in China and America. Generally it is the outsiders who are not buying the market.
That is the opposite of the 1990's tech boom bust. The outsiders were buying anything and everything internet related.
Kind of interesting.
antiterror13
Brigadier
nothing can replace the actual testing .. the same way "wind tunnel" still being use massively
No, remember the Song and the Liao. Besides, Obama proposed a G2 which would have China underwrite US hegemony. After the 19th-20th centuries no western nation should have any sort of hegemony in Asia
Everyone is laying into them in the comments section, I'm almost embarrassed for WaPo. They've got to figure out that these sorts of propaganda pieces don't work like they used to.
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manqiangrexue
Brigadier
Chinese modesty. Full rare earths ban can hobble the US while America has actually tried everything it can think of to hobble China and failed to even do measurable damage to a Chinese economy continuing to grow at 5%. The last thing the US can try is WWIII but China's nuclear and military buildup has basically shut the door on that as well.
I agree with what you are saying, every single point.
But, we should take it one step further.
It is what that China watcher Louis Vincent Gave said about the US stock market.
When they say NDVA is a $4 trillion dollar company, and when they say Nvidia is a $5 trillion dollar company, and everyone knows all the money is concentrated in these tech stocks, that means one thing.
Actually it means a couple of things, that one, these big tech companies are the market now, and two, since they are the market that means they are too big to fail.
So that is what Mr. Gave believes. If the bubble burst, the US government probably should and will step in.
If they bailed out the banks in 2008, then how difficult it is to bail out strategic tech companies? In fact, they already put in a price floor for strategic minerals, and the US government is a shareholder in some big name important companies, forget who now.
The game is rigged. Stay long.