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AI needs $6T in annual revenue to justify data centre boom

222 points · 335 comments · Betelbuddy

  1. bmoathn · · focus · HN ↗
    Such an interesting dilemma. Arguably an incredibly transformative new industry for which the market cannot fundamentally bear the costs. (or IDK, does it actually work now?) How will it play out??

    I don't care how good AI is at something like software development or whatever task. If customers were paying real prices for usage would any of us be using it?

    Any data out there on how far off enterprise API pricing is from actual compute COGS for these models right now?

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