Mmastodon TechnologySemiconductors first seen 1 d ago, last 58 min ago, peak #11
AI investors face astronomically huge profit demands, critics warn
Original: The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifes
Commentary is highlighting the enormous profits that would be needed to satisfy investor expectations around LLM-based generative AI, given that current datacentre technology has a lifespan of roughly five to six years. The argument holds that the six main hyperscalers heavily invested in generative AI face a financial bar so high it may be unsustainable, fuelling scepticism about the economics of the AI buildout.
Why now: Growing debate over whether massive AI infrastructure spending can ever generate returns matching investor expectations.
hyperscalersOpenAIMicrosoftGoogleAmazon
Rank over time, top of the chart is #1. 28 snapshots from 1 d ago to 58 min ago.
Evidence
- The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifespan of current technology rolled out in # Datacenters is astronomically huge. And the # Hyperscalers (the six main companies super heavily invested in # GenAI… · RaymondPierreL3@aus.social · 1
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