Mmastodon TechnologySemiconductors first seen 1 d ago, last 1 h ago, peak #11
AI investor profit expectations called astronomically huge
Original: The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifes
Critics are pointing out that the profits needed to satisfy investors in LLM-based generative AI are astronomically large, given the 5-6 year lifespan of current datacenter technology. The argument targets the hyperscalers — roughly six major companies heavily invested in generative AI — suggesting their revenue targets are unrealistic within the short window before today's hardware becomes obsolete.
Why now: Growing skepticism about whether massive AI infrastructure investments can ever generate the returns investors expect.
hyperscalersdatacentersgenerative AILLMs
Rank over time, top of the chart is #1. 17 snapshots from 1 d ago to 1 h ago.
Evidence
- The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifespan of current technology rolled out in # Datacenters is astronomically huge. And the # Hyperscalers (the six main companies super heavily invested in # GenAI… · RaymondPierreL3@aus.social · 1
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