MikeTrendsTrends right now

Mmastodon TechnologySemiconductors first seen 1 d ago, last 20 min 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

Open on mastodon →

Rank over time, top of the chart is #1. 2 snapshots from 1 h ago to 20 min ago.

Evidence

API: https://socialmediatrends-api.osmike.com/v1/trends/549896