As it's said... "Every company eventually becomes a bank."
replyThe loans will just take longer to repay. There is a market for Anthropic & OpenAI, it just likely doesn't have the 200B profit each year required for the maths to make sense.
replyIf shit hits the fan, the companies collapse, then Nvidia gets their money from the investors anyways.
I'm hoping when the shit hits the fan, you can get a sick GPU for cheap.
replyMore likely is communities will end up with a bunch of half-built abandoned datacenter projects.
replyit'll be a rack based GPU without video ports. The only thing getting sick GPU's will be landfill when they all burn out and the data center rationalization happens.
replyMore like rack-sized GPU that takes in half-megawatt of power as 800 volts DC, and requires 10 gallons per second of liquid cooling or it'll catch fire.
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