| ▲ | jononor 4 days ago |
| I do not think the leveraging is going to end there. I suspect this will be used to justify/secure power generation investments, possibly even nuclear. Likely via one or more of the OpenAI/Altman adjacent power startups. |
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| ▲ | amluto 4 days ago | parent | next [-] |
| On the bright side, if lots of power capacity is added and most of the GPUs end up idle, then there might be cheap power available for other uses. |
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| ▲ | jazzyjackson 4 days ago | parent | next [-] | | Power generation is not a monolithic enterprise. If more supply is built than needed, certain suppliers will go bankrupt. | | |
| ▲ | ogaj 4 days ago | parent | next [-] | | They may, but that doesn’t mean that the capacity disappears. It may require some assumptions about USG willingness to backstop an acquisition but it’s not a significant leap to think that the generation capacity remains in (more capable?) hands. | | |
| ▲ | mcny 4 days ago | parent [-] | | Speaking of capacity, what happened to all the "dark fiber" that was supposedly built for Internet 2 or whatever? The fiber doesn't go away just because a bubble burst, right? | | |
| ▲ | HPsquared 4 days ago | parent [-] | | Railways are similar, many were built by investors who lost all their investment but the railway is still there. |
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| ▲ | lucianbr 4 days ago | parent | prev [-] | | What are the chances suppliers will go bankrupt but the plants get sold and still produce power? |
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| ▲ | NewJazz 4 days ago | parent | prev | next [-] | | Not if Ellison trickles it out for maximum profit. | |
| ▲ | holoduke 4 days ago | parent | prev [-] | | And computing in general gets cheaper. | | |
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| ▲ | bobmcnamara 4 days ago | parent | prev | next [-] |
| Altman is all in on converting the solar system into a Dyson sphere to power OpenAI. |
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| ▲ | yibg 4 days ago | parent | prev [-] |
| Isn't that already happening via Oklo? Up 500%+ YTD. |
