Re:The AI Investment Boom
by jordanb on Monday October 21, 2024 @01:15PM
(#41906189)
The only asset from the telcom bubble that was still valuable was fiber in the ground. All the endpoints were obsolete and had to be replaced within a few years. The fiber could be reused and installing it was expensive, so that was the main asset.
What asset from the AI bubble will still be valuable 5 years later? Probably not any warehouses full of 5 year old GPUs. Maybe nuclear power plants?
Re:The AI Investment Boom
by RF_Savage on Tuesday October 22, 2024 @01:32AM
(#41911471)
I doubt they will manage to do a significant nuclear buildout in mere five years.
But future renevables will potentially benefit from the stronger grid.
What asset from the AI bubble will still be valuable 5 years later? Probably not any warehouses full of 5 year old GPUs. Maybe nuclear power plants?