I'm Not Convinced the AI Bubble Exists

Re:I'm Not Convinced the AI Bubble Exists by coldtea on Monday November 09, 2026 @09:24AM (#50426066)

>The reason why AI companies are spending so much money is to rollout data centres to run the AI in the first place. These expenses are one-off purchases, not regular operating expenses. Once all the data centres are built, AI spending is going to plummet.

First mistake. No. Data centers are depreciating. And they're one or two hardware changes away from having most of the hardware in them worthless (because even if you're contend to keep running those, your competitors would move to the next tech).

>For example, I pretty much only use ChatGPT, not because I have any really reason to, but because it was the first LLM that I ever used. This partially offsets the risk of losing customers to a different product.

Never helped browser vendors maintain their base.

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Re:I'm Not Convinced the AI Bubble Exists by dist-epoch on Monday November 09, 2026 @09:42AM (#50426331)

> your competitors would move to the next tech

All of the fabs are over-booked. Where do you get allocation to print the next 10 GW of chips to replace the current ones?

And except Anthropic, all the other AI labs are producing their own specialized AI chips. They are the next tech

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