alt Hacker News> ai infrastructure firms cease to be able to secure more capital
If this does occur, unfortunately it isn’t like any of the production capacity is going to immediately shift or be repurposed. A lot of the hardware isn’t usable outside of datacenter deployments. I would guess a more realistic recalibration is 2-3 years of immense pain followed by gradual availability of components again.
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My computer, and I think all threadripper systems, has registered ECC DDR5 RAM which I think is the same type used in AI datacenters. Well one half of it, the other half being HBM memory used on video cards, which is soldered to them and non-upgradeable. But the main system memory from a used AI server can become your main system memory.
yeah 3 years sounds reasonable to me, less than one asset depreciation cycle in business. Pain for you and me, but just a bump in the road for the accounts dept.
> If this does occur
The capital from the gulf is already disrupted. It isn't anymore a matter of if or when.