| ▲ | twoodfin 3 hours ago | |||||||||||||
That these data centers can turn electricity + a little bit of fairly simple software directly into consumer and business value is pretty much the whole story. Compare what you need to add to AWS EC2 to get the same result, above and beyond the electricity. | ||||||||||||||
| ▲ | zozbot234 3 hours ago | parent [-] | |||||||||||||
That's a convenient story, but most consumers' and businesses' use of AI is light enough that they could easily run local models on their existing silicon. Resorting to proprietary AI running in the datacenter would only add a tiny fraction of incremental value over that, and at a significant cost. | ||||||||||||||
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