Mmastodon TechnologySemiconductors first seen 17 h ago, last 41 min ago, peak #11
Analysts question whether AI investments can ever pay off
Original: The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifes
Commentary is circulating about the enormous profits that companies building large language model services would need to generate within the roughly five-to-six-year lifespan of current data centre technology in order to satisfy investor expectations. The argument holds that the required returns are astronomically large, and that the handful of hyperscale companies most heavily invested in generative AI face a widening gap between what they are spending on infrastructure and what the technology can realistically earn back.
Why now: Scepticism about whether massive AI infrastructure spending can deliver returns proportional to investor expectations is a hot debate as data centre investment accelerates.
hyperscalersOpenAIMicrosoftGoogledata centre operators
Rank over time, top of the chart is #1. 12 snapshots from 17 h ago to 41 min ago.
Evidence
- The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifespan of current technology rolled out in # Datacenters is astronomically huge. And the # Hyperscalers (the six main companies super heavily invested in # GenAI… · RaymondPierreL3@aus.social · 1
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