Are you saying people haven’t been throwing unneeded GPU capacity on the market? That is happening.

Frankly it’s the opposite scenario (that’s there’s all this demand) which is struggling for any hard evidence.

ckastner 28 minutes ago | parent | next [-]

> Are you saying people haven’t been throwing unneeded GPU capacity on the market? That is happening.

That, by itself, doesn't have to mean anything.

AWS is far more compute capacity than Amazon needs, but that's not because Amazon misjudged how much capacity they need. They built it out to sell it to others, leveraging know-how and economies of scale to do so very profitably.

	▲	surgical_fire 23 minutes ago \| parent [-]
		They only need companies to suddenly need their GPU compute if those committed contracts don't make it. How hard can that be?

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prodigycorp 35 minutes ago | parent | prev | next [-]

Which players, specifically, are you talking about? Everything you said is opinion passed off as fact.

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cmiles8 29 minutes ago | parent [-]

SpaceX has put a ton of excess capacity on the market.

Meta tanked chip stocks by saying it was considering the same.

Worries about compute overcapacity, via folks saying they want to offload capacity, is literally the thing that nuked the “situational awareness” fund last week.

It’s long term demand that matters, not just “price.” High prices without true demand is the literal definition of a bubble.

	▲	prodigycorp 22 minutes ago \| parent \| next [-]
		SpaceX has put a ton of excess capacity on the market that was subsequently absorbed by Anthropic. There's a reason why Grok is no longer free. Meta said it was considering doing the same because they saw how valuable excess capacity was. You're misinterpreting what actually happened.
	▲	energy123 24 minutes ago \| parent \| prev [-]
		SpaceX is selling compute to a willing buyer. You can't point to one side of the trade as evidence for under/over capacity. The way we usually judge such things is the price. If the price for compute is going up, which it is, then that's the thing to look at.

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an hour ago | parent | prev [-]

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