> ai infrastructure firms cease to be able to secure more capital
replyIf 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.
> If this does occur
replyThe capital from the gulf is already disrupted. It isn't anymore a matter of if or when.
My computer, and I think all threadripper systems, has registered ECC DDR5 RAM which I think is the same type used in AI datacenters. Well one half of it, the other half being HBM memory used on video cards, which is soldered to them and non-upgradeable. But the main system memory from a used AI server can become your main system memory.
replySo that becomes the next question -- will we see an ecosystem of modifications and adapters, to desolder surplus and decommissioned datacenter HBM and put it on some sort of daughterboard with a translator so it can be used in a consumer machine?
replyStuff like that already exists for flash memory; I can harvest eMMC chips from ewaste and solder them to cheaply-available boards to make USB flash drives. But there the protocols are the same, there's no firmware work needed...
Aren't some people already doing this with consumer GPUs?
replyyeah 3 years sounds reasonable to me, less than one asset depreciation cycle in business. Pain for you and me, but just a bump in the road for the accounts dept.
replyI think some players like xAi and Google can burn money for a long time. Google made $240B profit last year
replyThey would rent out the data centers, not sell it off
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