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Re:I Think You Might Be Fooling Yourself with AI by louwrentius on Thursday July 23, 2026 @05:11PM (#49028108)
This isn't how it works. Hundreds of billions are spend on existing NVIDIA AI hardware that must first be recuperated. This kind of speculation doesn't make sense to me.
Re:I Think You Might Be Fooling Yourself with AI by hsuduebc2 on Friday July 24, 2026 @05:52AM (#49033238)
Of course, that does not mean there will not be significant advances in the future.

A substantial portion of this hardware is also being used for rapid model development rather than simply operating existing models and building a stable revenue stream. These companies are focused primarily on training and improving the models, not merely running them, which is significantly cheaper.