Re:Speculative Growth and the AI "Bubble" [pdf]
by Retric on Wednesday July 15, 2026 @08:37PM
(#48929099)
That hardware costs GW of electricity at scale. So barring major disruption in R&D you hit a cost curve cliff where new hardware is simply more cost effective even if existing hardware is free.
Some workloads may make sense running for a few hours a day during cheap solar prices on outdated hardware, but in less than a decade the value is very much hitting zero.
Some workloads may make sense running for a few hours a day during cheap solar prices on outdated hardware, but in less than a decade the value is very much hitting zero.