Reply to $650 billion in annual revenue required to deliver 10% return on AI buildout investment, J.P. Morgan claims

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Reply to "$650 billion in annual revenue required to deliver 10% return on AI buildout investment, J.P. Morgan claims "

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[quote=Anonymous][quote=Anonymous][quote=Anonymous]We've been here before, remember the dot-com bubble? Lots of money going to try to find the winners. There will be winners in the end, but also losers. AI is here to stay, but not at the revenue/profit levels commensurate with the investment we're seeing. Just like in dot-com when we ended up with lots of dark fiber from all the efforts to wire up everywhere. It took years for that to all come to life, but it did.

The difference between now and dot-com days is the dollar amounts are much bigger and there's more urgency to find the winner, so that leads to more bubble than expected.

[/quote]

Yeah, except that fiber was actual infrastructure. All that's left after this will be a bunch of bullshit LLM models and millions of chips that in 5 years will be worthless. Meanwhile the planet burns up that much faster and people pay through the nose for electricity because the data center 2 miles away is running 24/7.[/quote]

Not as good for sure, but it means we'll be left with super-cheap AI compute power and as the price goes down, it opens up more applications for the use of AI.

As it is, AI pricing has dropped about 10x in the last 2 years, which is typical with new technologies, and that's mostly due to beter algorithms.[/quote]

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