| ▲ | atty a day ago | |
This is…. Massively underselling the actual demand for these GPUs. Even if you only include OpenAI and Anthropic, they would probably buy every single GPU, TPU, and XPU that TSMC, Samsung, and Intel could produce if they had sufficient money, land, and power. They’re all completely convinced by scaling and recursive self improvement (and they seem to be right) Also, the demands of HPC computing requires these to be collocated and on a high bandwidth low latency network, so saying these DCs are equivalent to sticking a GPU in each house is simply wrong. | ||
| ▲ | zardo a day ago | parent | next [-] | |
> Even if you only include OpenAI and Anthropic, they would probably buy every single GPU, TPU, and XPU that TSMC, Samsung, and Intel could produce if they had sufficient money That's a key if when it comes to buying things | ||
| ▲ | dflbq a day ago | parent | prev [-] | |
The GPUs are bought by CEOs with AI psychosis and sit unconnected in warehouses: https://finance.yahoo.com/technology/ai/articles/amazons-nvi... Look at the Nebius stock for the fake data center hype. It is like 1999/2000. | ||