Current demand for AI seems anything but slow… do you think this hardware is being hoarded by large buyers, instead of being put to commercial use ASAP?
Whether it takes 3 months or 5 years to pay for itself is a valid Q though, and there is an element of risk that these companies take on with large hardware purchases in a rapidly evolving industry. Ultimately profits will need to cover any debts they take on, and there’s only so much private investment money to go around… I expect to see more consolidation as this plays out.
Owning datacenters with secure energy sources seems like a safe bet though, and is probably the bigger initial investment.
Current demand for AI seems anything but slow… do you think this hardware is being hoarded by large buyers, instead of being put to commercial use ASAP?
Whether it takes 3 months or 5 years to pay for itself is a valid Q though, and there is an element of risk that these companies take on with large hardware purchases in a rapidly evolving industry. Ultimately profits will need to cover any debts they take on, and there’s only so much private investment money to go around… I expect to see more consolidation as this plays out.
Owning datacenters with secure energy sources seems like a safe bet though, and is probably the bigger initial investment.