alt Hacker NewsTo me CoreWeave is the one to watch. They have to actually bring all these promised datacenters online, operational, and profitable. They basically got a $2B bailout from Nividia a week or so ago but they're back to sinking.
https://ts2.tech/en/coreweave-stock-slips-as-class-action-no...
Consumer can eat all the GPUs they have and more if we stop trying to force B2B
Right we have a loop where AI is so expensive (because it's priced to feast on B2B margins) that the best consumer experiences aren't affordable, and they're not affordable so they don't go mainstream, and they're not mainstream so no one is willing to take less money and bank on the incredible volume that would emerge if it went mainstream.
If we can get model pricing cheaper AI entertainment alone will probably carry things (I'm 99% sure NovelAI is already one of their largest customers outside of major AI labs)