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AI capex is so big that it's affecting economic statistics

(paulkedrosky.com)
337 points throw0101c | 1 comments | 18 Jul 25 19:59 UTC | HN request time: 0s | source
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mikewarot ◴[18 Jul 25 21:11 UTC] No.44609878[source]▶
I'm waiting for the shoe to drop when someone comes out with an FPGA optimized for reconfigurable computing and lowers the cost of llm compute by 90% or better.
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1. charleshn ◴[18 Jul 25 21:39 UTC] No.44610118[source]▶
We do already have ASICs, see Google's TPU to get some cost estimates.

HBM is also very expensive.