Mmastodon TechnologySemiconductors first seen 1 d ago, last 2 h ago, peak #11
AI investor profit expectations called astronomically huge
Original: The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifes
Commenters are arguing that the profits needed to satisfy investors in LLM-based generative AI are astronomically large, given the five-to-six-year lifespan of technology now being rolled out in datacenters. The claim focuses on the hyperscalers, the handful of companies heavily invested in generative AI, and suggests their capital commitments may be hard to recoup within the current hardware cycle.
Why now: Ongoing debate about whether massive AI infrastructure spending can generate returns fast enough to justify investor expectations.
hyperscalersgenerative AIdatacentersLLMs
Rank over time, top of the chart is #1. 33 snapshots from 1 d ago to 2 h 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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