In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
The fang companies that are in on the llm hype are still lighting money on fire in their llm endeavors so I feel to see how the point that they may be otherwise profitable is relevant.