Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-24/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
bit_user Money is too cheap. Raise interest rates. That will help curtail investment in AI, which will slow down purchasing and free up some capacity. That's actually in line with standard orthodoxy: increase interest rates to quell inflation. We're seeing inflation ticking up, partly fueled by the AI boom. So the natural response should be to increase interest rates. However, that doesn't seem likely to happen, any time soon. Reply
trica We should only be worried about one number – the amount of energy each data center goes through, measured at the main power line coming in from the street. Who cares what an individual search costs? I want figures that include ALL power usage, whether it's from a customer query, running the cooling fans, the lights on the building, the AC in the boss's office or the microwave in the break room. Those electrons all get spent because the data center exists, and don't care what particular device they were powering at the time. Reply
SkyBill40 bit_user said: Money is too cheap. Raise interest rates. That will help curtail investment in AI, which will slow down purchasing and free up some capacity. That's actually in line with standard orthodoxy: increase interest rates to quell inflation. We're seeing inflation ticking up, partly fueled by the AI boom. So the natural response should be to increase interest rates. However, that doesn't seem likely to happen, any time soon. Ahh, but the present administration doesn't take heed of that mantra. And I'll leave it at that so as to not get hit with the hammer. Reply
sseemaku bit_user said: Money is too cheap. Raise interest rates. That will help curtail investment in AI, which will slow down purchasing and free up some capacity. That's actually in line with standard orthodoxy: increase interest rates to quell inflation. We're seeing inflation ticking up, partly fueled by the AI boom. So the natural response should be to increase interest rates. However, that doesn't seem likely to happen, any time soon. Reality will be, the companies will squeeze other sectors and direct all the available money to AI. Reply
Hooda Thunkett It will be a long time before we can meet customer demand… Nah, one recession could bring demand in line with production. That doesn't take much time at all. Reply
Zaranthos Don't worry, Terafab will replace the production you weren't able to provide once they make all the chips they need for satellites, cars, and Tesla bots. :tonguewink: This is only half a joke. Musk built Colossus in record time and now rents it to the competition. Reply
bit_user Zaranthos said: Don't worry, Terafab will replace the production you weren't able to provide once they make all the chips they need for satellites, cars, and Tesla bots. :tonguewink: This is only half a joke. Musk built Colossus in record time and now rents it to the competition. The example of Colossus is actually more instructive than you might've thought. The reason why he's renting it to Anthropic for inference is because it was constructed so hastily that it's actually really bad for training, which was its real goal. So, renting it out is just a way to keep it from being a near total loss, financially. So, "bravo Elon!" Style over substance. P.S. He repurposed an old abandoned factory, thereby having ready infrastructure in place and avoiding the need for a lot of the build that most datacenters have to do. That's great when you can find such sites, but there are only so many. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/tsmc-ceo-c-c-wei-says-it-will-be-a-long-time-before-we-can-meet-customer-demand-tells-shareholders-that-he-will-keep-prices-stable-refrain-from-implementing-price-hikes#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.