Re:I'm Not Convinced the AI Bubble Exists
by fc417fc802 on Monday November 09, 2026 @01:44PM
(#50429721)
> The GPUs are probably 80% of the total cost or more. And they probably only have a 3-5 year primary lifecycle.
There's plenty of data indicating that inference at typical API prices is profitable after accounting for the cost of GPUs. However that doesn't account for the arms race of training new models while performing R&D.
There's plenty of data indicating that inference at typical API prices is profitable after accounting for the cost of GPUs. However that doesn't account for the arms race of training new models while performing R&D.