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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. captainbland · · focus · HN ↗
      They scale with compute so even if today's frontier model equivalents work on future desktop hardware then the big servers will still have bigger and better models.
      1. ryanbrunner · · focus · HN ↗
        The value of those models doesn't necessarily though. To extend the personal computer analogy, a server rack has always been more powerful than the average desktop computer but a personal computer got "good enough" at enough tasks that people just used those instead.
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