> we are going to beggar the Treasury to buy 2CTA on CoWoS out of Taipei and DCs the size of Manhattan
replywhat does this mean?
>2CTA
replyDunno.
>CoWoS
Chip on wafer on substrate
>DCs
Data centers
Cooperative Thread Array
replyat some point the amount of money dumped into it will either result in a total monopoly with everything local banned or an economic collapse
reply> Nothing has ever been, directly or indirectly, deficit financed at this scale before. In notional or real terms, in history, by anyone.
replyI find it unlikely that this is true.
The obvious candidate for things financed through staggeringly large deficits would be war.
True because wars finance value destruction.
replyBut with $1.4T announced capex for the Frontier AI labs, we're not far from the 2nd (illegal) war in Irak: $1.8T of direct military spending.
With that said, I don't know how Frontier Ai companies will ever recover this capex with a glorious $50B of revenues. Add to that that a GPU's lifetime is only a few years and you may see it as a deadend.
NB: did you know Uber destroyed $27B of value since inception? But it still exists. So Frontier AI might just do the same.
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