I think the underlying message is making/serving AI isn’t a mythical goldmine: it’s becoming a dirt cheap commodity, and a tool for companies to use.
Hence American GPUs aren’t going exactly the unobtanium the markets are hyping them to be, especially with the Huawei NPUs apparenty being viable alternates.
You don’t demand a source for the claim that AI companies are losing money. Why should I waste my time going through quarterly statements when the original commenter doesn’t seem to care to?
That’s simply not true.
Extremely informative post, how lucky that you took the time to write it.
I think the underlying message is making/serving AI isn’t a mythical goldmine: it’s becoming a dirt cheap commodity, and a tool for companies to use.
Hence American GPUs aren’t going exactly the unobtanium the markets are hyping them to be, especially with the Huawei NPUs apparenty being viable alternates.
source?
You don’t demand a source for the claim that AI companies are losing money. Why should I waste my time going through quarterly statements when the original commenter doesn’t seem to care to?
Yes, the original person give a (admittly, secondary) source, in the form of ed zitron’s blog, I have already read it, so I know it’s not bs.
If you don’t know, why make the claim
Read a Google 10Q and get back to me.
One of the reasons I recommend Zitron is because he links all his sources in his show notes (well, links sources in a doc linked in his show notes).
How do you know its not true? How do you know that AI companies are making money?