That haven't yet happened
People are going to eat this shit up for sure. At least the corporate companies will. They don't know better.
this post was submitted on 18 Dec 2025
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Fuck AI
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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.
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Futures and unrealized capital gains are more addictive than nicotine
One nitpick: of course the GPUs that don't have RAM yet wouldn't be installed in data centers, irrespective of the existence of those data centers.
The rest of it works: you can have holds on existing RAM/GPUs for buildings that aren't built yet.
This is peak bubble type shit.
But how else can we break the 1000KG barrier for obese hang-gliding enthusiasts? Or grannies taunting gorillas?
Huh tough guy? Answer meeeee!!!!!
Probably no other world in the multiverse has warehouses for things which only exist in potentia, but the pork futures warehouse in Ankh-Morpork is a product of the Patrician’s rules about baseless metaphors, the literal-mindedness of citizens who assume that everything must exist somewhere, and the general thinness of the fabric of reality around Ankh, which is so thin that it’s as thin as a very thin thing. The net result is that trading in pork futures—in pork that doesn’t exist yet—led to the building of the warehouse to store it in until it does.
Terry Pratchett, Thud!
That's so freaking funny. Pratchett was just so good.
If I recall correctly that's the same warehouse that later supercools a golem, making him very smart for a bit.
Pratchett was just so good.
Man left this plane of existence before the techbros enshittified it.
GNU Terry Pratchett
Sargent Detritus the troll.. he ends up making a cooling system in his helmet in later books
Ah right that makes sense, thanks! Something was nagging at me earlier, about the Golems being hollow and following the paper in their head, so it didn't make perfect sense. I forgot the trolls were made of rock!
Imagine how cheap it will be once over supply inevitably occurs.
I am salivating over A100/H100 rigs getting dumped en masse. I’ll take one, thanks.
I hope they don’t just toss them in the garbage, like jerks. Last time this happened with crypto, I think Nvidia bought many back to throw away.
Did GPUs become cheap after the previous hype/bubble simmered down? No, they made even bigger bubble requiring even more resources. They will make it even bigger until it requires toilet paper to sustain, then people will riot.
Did GPUs become cheap after the previous hype/bubble simmered down? No
I my current GPU in my gaming PC I got on a big discount, around when folks couldn't really do bitcoin mining on consumer hardware anymore, so... yes?
In my time I've certainly seen RAM prices rise and fall depending on supply constraints, same with HDD and SSD. Fair point on GPU's, I just can't see this data center demand remaining as so much of it seems speculative.
The frustration is valid, but it’s less ‘AI is dumb’ and more ‘markets chasing hype create weird shortages.
what would lenin do?
What is to be done??
bangs table
We should ask Lenin ai
I'm going to be that guy and point out that LLM's are not really "AI", that's just the corporate buzzword but "AI" is a loosely defined thing.
I think we should all get better at calling them LLM's publicly to take some of the magic woo-woo away.
Right, but in the same spirit, we're not just talking about LLMs. If we're being accurate, the common interface we're used to with ChatGPT or Gemini, they are a system of different models including LLMs and other models for images, or sound.
If we're talking AI in movies and music, besides LLMs for writing, we're mainly concerned with diffusion models
If we're talking AI for wearables... That's usually more on the sensor/classification side of ML, so it's not even generative.
The term "AI" today is almost like the term "computer" decades ago.
As in, "this new vehicle is more efficient than ever thanks to a new aerodynamic shape created not on the drawing board, but on the computer."
Ha! Yes so true.
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