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Re:Hard drives on backorder for two years as AI data centers... by zkmon on Wednesday November 12, 2025 @02:47PM (#45905370)
This is getting out of control. Like a monster eating off all the things that are needed for normal people. Worse than nukes race, which at least did not affect common man. No one really gains anything. All gains are temporary competitive edge, that vanishes quickly while locking everyone into the vicious cycle.
Re:Hard drives on backorder for two years as AI data centers... by fajitaforce5 on Wednesday November 12, 2025 @04:57PM (#45907351)
Maybe when the bubble bursts there will be lots of good used hardware at massive discounts?
Re:Hard drives on backorder for two years as AI data centers... by criemen on Wednesday November 12, 2025 @05:22PM (#45907676)
But why? Training hardware maybe will appear, but everything that's running inference has real, paying customers on it, with current capabilities level. Even if the bubble bursts, why would that demand evaporate? People still would want to use chatgpt, claude code etc., even if they stop getting any better tomorrow.
Re:Hard drives on backorder for two years as AI data centers... by PeaceTed on Wednesday November 12, 2025 @05:57PM (#45908082)
Yes, but how much do people want to pay to use this stuff? That is the real question.

It might be that more than $30 a month is too much and people stop using it. However, I suspect it would end up a fair bit higher than many would think. If you are a 'whale' (to use the gambling term) then there is a good chance that they could charge in the hundreds of dollars.

Maybe it become a wealth divide between those that can afford it and those who cannot. In equality yet again. Then the echos of Dune, the 'Butlerian jihad' and ‘Thou shalt not make a machine in the likeness of a man’s mind' will start to come up.

Re:Hard drives on backorder for two years as AI data centers... by krior on Wednesday November 12, 2025 @05:27PM (#45907745)
But maybe not for the price it actually takes to run these models. Afaik atm they are all subsidized.
Re:Hard drives on backorder for two years as AI data centers... by criemen on Wednesday November 12, 2025 @05:47PM (#45907974)
I'd expect at least API pricing for all major players to be margin-positive. Positive ROI if you include model training cost? Maybe not, but in a hypothetical scenario where all capital for new model training goes away, the latest frontier model weights still continue to exist.

Subscription prices for claude code et. al? No idea.

Re:Hard drives on backorder for two years as AI data centers... by Kuinox on Thursday November 13, 2025 @03:48PM (#45920339)
No, that's a rumor lots of people have been taking at face value. If you do the math, inferrence is very lucrative. Here someone deployed a big model, the costs are $0.20/1M token https://lmsys.org/blog/2025-05-05-large-scale-ep/
Re:Hard drives on backorder for two years as AI data centers... by stavros on Wednesday November 12, 2025 @06:10PM (#45908215)
They're probably buying this equipment anticipating that the current demand will continue. If it stops, all the surplus will need to be sold.
Re:Hard drives on backorder for two years as AI data centers... by anigbrowl on Wednesday November 12, 2025 @06:58PM (#45908655)
If some large companies implode local models will fill the gaps soon enough. I can see a crash in data center construction and operation once the economics get too far out of whack.
Re:Hard drives on backorder for two years as AI data centers... by lisbbb on Thursday November 13, 2025 @12:42AM (#45911145)
Not if the paying customers aren't sustainable. Many of us have seen this before--2001.
Re:Hard drives on backorder for two years as AI data centers... by pinkmuffinere on Wednesday November 12, 2025 @05:36PM (#45907851)
Maybe the real paperclip maximizer was the irrational exuberance we made along the way :')
Re:Hard drives on backorder for two years as AI data centers... by WorldPeas on Wednesday November 12, 2025 @06:54PM (#45908621)
> Worse than nukes race, which at least did not affect common man At least not visibly, we were deprived of a clean source of surgical steel and many in the areas were uncompensated for sicknesses they experienced as a result of testing
Re:Hard drives on backorder for two years as AI data centers... by Dylan16807 on Thursday November 13, 2025 @03:02AM (#45912094)
Why would it matter for surgical steel?

I can find vague mentions of "medical" uses for low background steel, and one specific claim that it's used to shield some rooms or large devices for measuring how much radiation is coming off a person's body. That's pretty niche.

Re:Hard drives on backorder for two years as AI data centers... by WorldPeas on Monday November 17, 2025 @12:22PM (#45955731)
Looking into this point further, I'll agree. I shouldn't have acted on an anecdote without verifying first. The other fact though is one that I'm certain of.
Re:Hard drives on backorder for two years as AI data centers... by solarwinds on Thursday November 13, 2025 @05:58AM (#45913400)
Yeah, another hot take from some guy who has no clue what he's talking about.

To this day Kazakhstan pays out monthly monetary compensations to people whose health was negatively affected by the nuclear tests on the Semipalatinsk nuclear polygon. Several people I know personally receive these compensations.

https://egov.kz/cms/en/news/nuclear_tests

https://egov.kz/cms/en/services/family_support/pass035_mtszn

Re:Hard drives on backorder for two years as AI data centers... by WorldPeas on Thursday November 13, 2025 @12:25PM (#45917672)
That didn't even come to mind. Call me Ameri-centric but my mind was on the Native Americans who to this day are the "most nuked" and have not been compensated

https://www.aljazeera.com/opinions/2020/8/29/a-message-from-...

https://reimaginerpe.org/node/165

Re:Hard drives on backorder for two years as AI data centers... by WheatMillington on Wednesday November 12, 2025 @08:32PM (#45909343)
>Worse than nukes race

That certainly is a take.

Re:Hard drives on backorder for two years as AI data centers... by Dylan16807 on Thursday November 13, 2025 @02:38AM (#45911903)
I don't know if I agree, but it's not a very extreme take.

Pretend every country with lots of nukes instead had no more than 100 warheads at a time. Would the world be much different? Would the average person be better off in a noticeable way?

Would it make a big difference if we never had hydrogen bombs? Note that we already had them in the early 50s. Everything since then was about increasing the quantity and refining designs, no meaningful size increases.

Re:Hard drives on backorder for two years as AI data centers... by rr808 on Wednesday November 12, 2025 @09:39PM (#45909836)
> No one really gains anything.

That's not true I've seen loads of amusing videos on Instagram.

Re:Hard drives on backorder for two years as AI data centers... by outside1234 on Wednesday November 12, 2025 @09:56PM (#45909971)
Don’t worry, OpenAI is about to implode.
Re:Hard drives on backorder for two years as AI data centers... by joegibbs on Wednesday November 12, 2025 @11:06PM (#45910503)
Worse than nukes race? I really much prefer being slightly inconvenienced when buying hard drives to risking being obliterated along with billions of other people and having all of civilisation wiped out with hundreds or thousands of years until recovery.
Re:Hard drives on backorder for two years as AI data centers... by butlike on Monday November 17, 2025 @12:21PM (#45955721)
At least nuclear holocaust is easily quantifiable
Re:Hard drives on backorder for two years as AI data centers... by lisbbb on Thursday November 13, 2025 @12:41AM (#45911139)
I just find it so odd that the oh so environmentally conscious tech sector is now building out some of the most resource intensive facilities on the planet. It's like environmentalism was just a con.
Re:Hard drives on backorder for two years as AI data centers... by nradov on Thursday November 13, 2025 @01:10AM (#45911315)
The tech sector "environmentalism" was obviously always just performative. They went along with the movement because it cost them virtually nothing, deflected pressure from the progressive political faction, and helped them get invited to fashionable parties. Now there are real costs so it's no longer convenient.