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triceratops • yesterday at 7:37 PM • 4 replies • view on HN

Somebody explain:

AI companies and hyperscalers' kamikaze spending on data centers may not be profitable. But they seemingly have no choice because everyone else is doing it.

Would anti-data center measures be like an arms control treaty in this arms race? Maybe if they force companies to spend slower it'll actually be good for everyone's finances.


Replies

andriy_koval • yesterday at 7:41 PM

> But they seemingly have no choice because everyone else is doing it.

doesn't sound like valid reason

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RajT88 • yesterday at 7:59 PM

Data centers are profitable. Even before ChatGPT came out the hyperscalers were having capacity issues. Non-AI growth is explosive since 2020. Cloud customers complain they can't spin up the resources they want to spin up in the cloud, and again, not just GPU SKU's.

raincole • yesterday at 9:03 PM

Chinese labs are not going to care about whatever anti-datacenter measures you propose. It'd take an unprecedented effort of international collaboration to slow down AI training.

(Before anyone mentions nuclear, the amount of nuclear warheads grew a lot after the non-proliferation treaty. Historically that was how collaborative big countries were.)

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cyanydeez • yesterday at 7:44 PM

I think you're taking off in the wrong direction.

Retirement savings are 401ks in the US and they're managed by _NOT_ the retirees, but random middle managers. Those are the people who are chasing whatever the bubble is producing because their "due diligence" requires them to be bootlickers.

The same can be said of many of the tech moguls who've sworn fealty to trump; if they didn't lick the boot, they could be considered acting against shareholders value.

So, like most things in America: the people are not in control of their actual power. Not in retirement funds, not in healthcare, and not in education. They've all been turned into bizare economic dependent indirect funding programs.

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