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Wall Street is growing skeptical of the data center boom

72 points · 87 comments · mikhael

  1. lil-lugger · · focus · HN ↗
    Is there anyone serious who thinks that the future is local models anyway? All computers used to be the size of rooms like these data centers and then they got smaller and faster until the home computer came. Is that not a possibility down the line as we improve efficiency of the models and increase compute?
    1. Analemma_ · · focus · HN ↗
      I have no strong opinion on whether the endgame of AI services is local or in-cloud, but I think your historical analogy is pretty suspect: it's true that computers got smaller and faster, but it's also true that most people have shifted most of their workloads from local and on-prem to datacenters since the turn of the century. Why would AI be an exception?
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