alt Hacker NewsIf people were not consuming their services they would not be buying inference hardware at this rate so it's pretty much on consumers.
Replies
coldtea • yesterday at 1:53 PM
People will consume a lot of things offered below actual cost thanks to VC and cheap loans.
Doesn't mean people would legitimately use them enough to warrant such infrastracture demand, if they were priced according to actual costs.
So it's a distorted market.
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rpgbr • yesterday at 2:02 PM
Ask every Windows 11 or Google consumer that doesn't give a damn for AI and, yet, has been almost forced to use Copilot and Gemini…
crypttales • yesterday at 1:55 PM
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They are reserving future HW productions to meet their hypothetical usage as well. Which is why others (like Apple) can’t reserve it for their future products.
Yet the AI labs are speculating on usage, and spending money from investments without clear revenue path.