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Re:The AI Investment Boom by SoftTalker on Monday October 21, 2024 @12:11PM (#41905630)
Except railroads, manufacturing plants, telecom fiber and those prior build-outs were for infrastructures that have useful lifetimes measured in decades.

Computing infrastrucuture that's even one decade old is essentially obsolete. Even desktop PCs are often life-cycled in 5 years, servers often the same.

If it takes AI a decade to find its way, most of today's investment won't be useful at that point.

Re:The AI Investment Boom by fizx on Monday October 21, 2024 @12:17PM (#41905694)
Don't think of an H100. Think of the factories, the tooling, the datacenters and the power supply needed to light one up.