I'm Not Convinced the AI Bubble Exists

Re:I'm Not Convinced the AI Bubble Exists by justinator on Sunday November 08, 2026 @11:48PM (#50421185)

And data centers are practically free to build, are welcomed everywhere, cost little to run, and never need to have their infrastructure upgraded!

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Re:I'm Not Convinced the AI Bubble Exists by anamax on Monday November 09, 2026 @12:35AM (#50421457)

Google hasn't retired any of its now ten-year-old V1 TPUs or any of the subsequent generations so it's unclear that AI infrastructure "needs" upgrades.

Of course, Google could be wrong about the economics of running old AI processors. Or maybe TPUs are special.

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Re:I'm Not Convinced the AI Bubble Exists by appplication on Monday November 09, 2026 @12:40AM (#50421485)

I do wonder how much of their inference is running on 10-year old TPUs. I’d imagine not much, if only because 10 years ago the justification for massive compute was quite different than today.

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Re:I'm Not Convinced the AI Bubble Exists by robotresearcher on Monday November 09, 2026 @12:54AM (#50421569)

They were selling targeted ads then, and they do now. That’s their actual business.

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Re:I'm Not Convinced the AI Bubble Exists by raddan on Monday November 09, 2026 @07:13AM (#50424536)

Citation needed.

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Re:I'm Not Convinced the AI Bubble Exists by easterncalculus on Monday November 09, 2026 @01:05PM (#50429134)

> are welcomed everywhere

This is a perfect circle of reasoning. The bubble exists because people say the bubble exists and reject data centers, therefore creating the bubble?

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