logoalt Hacker News

repeekadyesterday at 5:25 PM2 repliesview on HN

Meta is selling their now excess compute, other compute has been on the market for a while. The current hardware cost bubble is temporary, especially once people are forced to pay the real inference price instead of majorly subsidized subscriptions.


Replies

program_whizyesterday at 6:07 PM

yep, all those coders paying $200-$500 per day to use claude once subsidy ends will be seriously rethinking how much they really want to vibe-code "rewriting X in rust". Helping people write word docs, recipes, and emails isn't going to justify $15K per month subscriptions either.

show 2 replies
bigyabaiyesterday at 5:30 PM

Lowering the cost of hardware still won't solve the issue. HBM and DDR5 was never cheap, even before the shortages, so selling a full inference system is beyond the acceptable price range for most casual customers.

We're going to see Apple and Google compete over services and AI/OS integration instead, it will probably be years before your OEM takes local models seriously.

show 1 reply