>>108621703
i saw this coming when the iran war started and made energy expensive

>>108621708
Energy is cheap (for me at least. I'm a millionaire)

>>108621703
No, there is infinite demand but supply is delayed for various reasons (regulatory approvals, lawsuits, legal issues, transformers, real estate, energy, infrastructure)

>>108621738
cities arent allowing companies to build data centers because impact on grid power
cities arent allowing companies to build power plants because "environmental impact"

>>108621703
Don't say we didn't warn you

>>108621747
>there is infinite deman
The "demand" for AI is as artificial as the promises about its capabilities.

Why do you think supply chain bottlenecks imply a bubble pop? You're so retarded you could be replaced by GPT-2.

>>108621792
Its called wishful thinking. OP is captured by an ideology and seeks any explanation to suit their ideology/belief.

They have a conclusion and they are liberally interpreting the evidence to get to their conclusion. Unfortunately this type of thinking is extremely common in humans

>>108621703
claude demand is exploding so I think not. Its shilled everywhere makes me think its JIDF shilling it. I am still waiting for a singe good vibe coded project.

>>108621805
>shilling means there's demand
Ironically the harder its shilled the less actual demand it has, since shilling wouldn't be necessary otherwise. You don't waste time and money shilling something people already want.

>>108621792
>>108621803
Thanks Elon

>>108621703
these retards literally believe in the deity of the free market. they are just one step above praying at gas tanks like the jam boys do by not literally praying in front of a gas tank like a photo op. these people truly do believe the free market can solve literally everything given the right sum of cash.
what actually happens is that globalization allows other nations not under the spell of market liberalization with actual real economies to do the work for them. nowadays china and east asia in general gives everyone the opportunity to worship capital and they readily take up to it to larp as america their neocolonial masters.
but I digress. america can't build its supply chains without china, and the insistence to do so without china or any nation with a surviving real economy would be an impossible feat. if america by some miracle does manage to scale its datacenters alone it will be that they've somehow managed to revive their own real economy to the chagrin of everyone that matters.

They will keep it from popping until they can get someone else (you, the public) to pay for it.

They even have a plan for how YOU will pay for it without doing anything.
Their plan is to IPO (Sell their stocks on a public exchange). A bunch of fools will buy them before they go down. IPOs are always overpriced but here they will only sell a minor part (maybe 5-15%) of company shares. This way the whole company will be valued at 6-20x the value of the actually traded shares.


Step 2: Index funds.
Index funds are funds that are forced to buy all stocks at market.
previously they had rules that would exclude mostly-private and newly listed companies to avoid this kind of scam, but they are now actively changing this.

$20 trillion is held in index funds, most people use them, and they're used for pensions etc. Those index funds will be forced to buy openAI and anthropic at a massive scale.

AI isn’t profitable. They’re selling it at a loss to get everyone addicted to AI, and then they can charge anything they want.
But there is so much that could go wrong before this happens. Both wrong with their plan, such as failing to build data centers but also damage that can be done to society. It’s such a frivolous and transparent plan, it makes me wonder of having tons of money rots your brain

>>108621747
>cities arent allowing companies to build data centers because impact on grid power
>cities arent allowing companies to build power plants because "environmental impact"
sam altman will need to expand his circle jerk to the cold fusion people or else

>>108621979
nuclear has 20+ year timeline for approval

>>108622003
Do NOT look up Hinkley point Cs projected kilowatt cost.

MBAbros JIT everything and now there's consequences due to no slack in the system. Somehow they'll still come out wealthy.

>>108622093
This is deliberate.
>Oh look, nuclear is actually super expensive!
>Guess we'll just have to replace more farmland with solar panels, teehee~
>Oh, is food and electricity getting more expensive anyway? Shame, guess you'll just have to have fewer children :)
>We can't afford to pay the pension bill anymore? Guess we'll just have to import more cheap labour to raise tax income, then! As well as increase your taxes, of course.
>The entire population either has no emotional connection to this country, and the native population is too demoralised to care about anything anymore? Shame, guess we'll just put you in camps and do what we like, then. Don't worry, you can still keep your Netflix subscription :)

ah it's the daily cope thread for people who just make up stuff

>>108621703
It doesn't matter, they already have more than enough datacenters constructed and under construction, and those that are delayed will still be built.

>>108621767
There is some demand. AI has made developers into superhuman developers and nocoders completely invisible. But the demand is still overhyped.

>>108622271
>>108622214
America alone has over a quarter of all data-centers on the planet.

>>108621703
That article's inferring that the data center delays are due to lack of hw, not lack of demand.
So no, that would be the bubble still inflating.

>>108622214
>Guess we'll just have to replace more farmland with solar panels, teehee~
Converting 3% of American farmland to solar would produce more than enough electricity to power the entire country for decades to come.

Meanwhile about 5% of American farmland is currently used to grow corn that is turned into ethanol that is blended into gasoline.

>>108622214
THERMQNVCLEAR TRVTH BQMB

>>108621703
Is this bubble going to enter my basement and rip my homelab with my local models out of the wall and before popping? Because if not, the bubble popping will change fuck all

>>108621703
It really does not matter if it has or hasnt. There is no consumer resell market for $40,000 A800s lol

>>108621703
Two more weeks luddite

>>108622214
>Guess we'll just have to replace more farmland with solar panels, teehee~
America has plenty of unfertile waste to fill with panels. Sounds like user error.

>>108621703
>nearly half
If you read the article the number is 70%