alt Hacker NewsI'm expecting the drop for a couple of reasons.
For 1, AI datacenter builders have said that they have more equipment than they have places to put them. Leaving a ton of hardware shelved while you wait for datacenters to build out is bad business to say the least.
For 2, I think we are nearing saturation for the usefulness of AI. I certainly could be wrong, but I don't really foresee there to be a bunch of new exciting usages of AI that will ultimately justify the continued buildout.
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the better AI becomes the more non-programmers will be able to use it to build apps, and because they don't know how to program themselves they will use FAR more tokens than us to achieve the same thing. As long as AI is good enough for them to build whatever they desire there will be a lot of demand imo.
> For 2, I think we are nearing saturation for the usefulness of AI. I certainly could be wrong
Unless some other breakthrough in AI happens, like applying AI to some other large market.
Overall i think that AI is here to stay, if anything it will become more common.
Maybe in ten years we’ll all have some 256gb ai machine at home, like we most (all?) of us have AC.
Re 2: Even if that was true penetration is still very low. If all companies start using AI at scale the demand will skyrocket.