Re:I'm Not Convinced the AI Bubble Exists
by kodoman on Monday November 09, 2026 @10:59AM
(#50427330)
I have not been able to workout if AI means demand for compute for
most people will mean it's infinite since you can have AI to just work
on many different problems and many different possible solutions in
parallel. Or if for most people (developers included) once AI is good
enough for most tasks people will reach a limit of things they could
want to do and find some limit of compute enough and if so where would
this limit be.
I am talking about average users and developers, there will always be
tasks that want as much compute as possible I suppose but these will
be limited and cash constrained as they where in the past, I can
imagine most developers being satisfied with finite compute and not
wanting any more for their AI agents and not needing any more
intelligence for their LLM's so no more training apart from distilling
and making models more efficent.
The thing I don't know is if where AI is basically good enough for
largely all possible things people could want to do, if the lack of
demand for training coupled with the satiated desire for compute will
mean hardware falls massively in price as well as local AI getting
better and cheaper to run. It feels as if some of these data centers
are not going to find have the issue of massive over supply.
I am talking about average users and developers, there will always be tasks that want as much compute as possible I suppose but these will be limited and cash constrained as they where in the past, I can imagine most developers being satisfied with finite compute and not wanting any more for their AI agents and not needing any more intelligence for their LLM's so no more training apart from distilling and making models more efficent.
The thing I don't know is if where AI is basically good enough for largely all possible things people could want to do, if the lack of demand for training coupled with the satiated desire for compute will mean hardware falls massively in price as well as local AI getting better and cheaper to run. It feels as if some of these data centers are not going to find have the issue of massive over supply.