| ▲ | Animats 10 days ago |
| Raise them, more likely. NVidia says that GPU hardware prices won't decrease until at least 2030. The world is out of fab capacity. |
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| ▲ | EA-3167 9 days ago | parent | next [-] |
| Seriously, they’re trying to justify trillion+ IPO’s while setting piles of money on fire, prices aren’t going DOWN. |
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| ▲ | dakolli 9 days ago | parent | next [-] | | They aren't going down, but in the meantime they'll cover their ass by bribing their way into the S&P 500 and then use your 60 year old mother's 401k and teacher's pension to fund their risky capital expenditure. | |
| ▲ | criddell 9 days ago | parent | prev [-] | | Today's frontier models will be tomorrows low-end option. I think whatever model you are using today will be less expensive to use a year or two from now. | | |
| ▲ | missedthecue 9 days ago | parent [-] | | Last year's o3 was more expensive than 5.5 is. Whatever model we are using now is probably be more expensive than next year's leading models will be. | | |
| ▲ | Insanity 9 days ago | parent | next [-] | | Price per M/tokens is also a fuzzy metric when newer models reason longer, and then burn more tokens while doing so. | |
| ▲ | oblio 9 days ago | parent | prev [-] | | Isn't 5.5 a router, though? As in, some prompts get automatically sent to a cheaper model? |
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| ▲ | kristianp 9 days ago | parent | prev | next [-] |
| > The world is out of fab capacity. Can anyone expand on this point? I read an article saying that the big AI co's datacentre spend was a bunch of lies because they can't build datacentres at anywhere near the rate they want to. |
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| ▲ | stingraycharles 9 days ago | parent | next [-] | | From what I understand it’s mostly TSMC and the memory providers being out of capacity over the next few years. So it’s not even about datacenters. Here’s a Reuters article about TSMC: https://www.reuters.com/world/asia-pacific/broadcom-flags-su... So this is actual committed contracts with all kinds of companies such as Apple, NVidia, AMD. Also, the whole reason they can’t build data centers faster is precisely because of this. | |
| ▲ | no-name-here 9 days ago | parent | prev [-] | | > they can't build datacenters at anywhere near the rate they want to That was because the supplies the datacentre needed were constrained - supply-constrained, not end-user demand constrained, so would be in agreement with the GP comment (and the article I read didn't imply anything about lying). |
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| ▲ | davedx 9 days ago | parent | prev [-] |
| Meanwhile, Google... |
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