RE: https://mas.to/@gabrielesvelto/117615583548422327
Read this if you want to understand why genAIs are unsustainable, both financially as well as why they are like a self-eating parasite.
The news that there's an oversupply of Nvidia GPUs convinced me that the AI bubble is bursting and it'll burst *hard*. So here's a thread where I go over the financial, technological and hardware implications of this. Strap in because this is going to be long and probably a bit rambling too. 🧵 1/
@jrf_nl A lot of this is accurate, but not all of it. See my replies in the thread.
I do expect the bubble to pop in the next year. At which point hardware prices will probably drop to where they were a bit over a year ago. At which point some folks will grab hardware for local LLMs as cloud-powered services get more chaotic.
I don't think LLMs are going away at this point absent worldwide regulation, including US/EU/China. But the poles will definitely shift.