alt Hacker NewsArticles entire thesis looks like it can be completely de-railed if one activity happened: ai infrastructure firms cease to be able to secure more capital.
Is that likely? History says it's inevitable, but timeframe is an open question.
Replies
sva_ • today at 11:06 AM
I think some players like xAi and Google can burn money for a long time. Google made $240B profit last year
ramon156 • today at 11:36 AM
They would rent out the data centers, not sell it off
> ai infrastructure firms cease to be able to secure more capital
If this does occur, unfortunately it isn’t like any of the production capacity is going to immediately shift or be repurposed. A lot of the hardware isn’t usable outside of datacenter deployments. I would guess a more realistic recalibration is 2-3 years of immense pain followed by gradual availability of components again.