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The AI Investment Boom

(www.apricitas.io)
271 points m-hodges | 2 comments | | HN request time: 0s | source
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m101 ◴[] No.41898811[source]
There is a comment on this thread about this being like the railroads, but this is nothing like the railroads except insofar as it costs a lot of money.

The railroads have lasted decades and will remain relevant for many more decades. They slowly wear out, and they are the most efficient form of land transport.

These hardware investments will all be written off in 6 years time and won't be worth running given the power costs and relative output. They will be junked.

There's also the extra risk that for some reason future AI systems just don't run efficiently on current gen hardware.

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1. rmbyrro ◴[] No.41903674[source]
The lifetimes are much shorter in IT infra compared to the rail industry, yes, but the margins are astonishingly higher in IT as well.

While it usually takes decades to payback rail investments, it usually happens within few years in the IT industry.

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2. johnnyanmac ◴[] No.41903906[source]
I don't think "margins" are a very reassuring sentiment to customers and workers when it comes to considering the long term ramifications of a product.