Mmastodon TechnologySemiconductors first seen 2 d ago, last 21 h ago, peak #11
AI investors face astronomically high profit expectations, critic says
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 investors in large language model-based generative AI over the roughly five to six year lifespan of current datacenter hardware. The argument holds that the six main hyperscaler companies heavily invested in generative AI face revenue demands that are astronomically large, fuelling debate about whether AI spending can ever pay off.
Why now: Ongoing market anxiety about whether massive AI infrastructure investments can generate returns before hardware becomes obsolete.
hyperscalersgenerative AIdatacenterslarge language models
Rank over time, top of the chart is #1. 33 snapshots from 2 d ago to 21 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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