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

222 points · 335 comments · Betelbuddy

  1. vdombr · · focus · HN ↗
    It's been almost half a year since we got powerful enough models, and I'm wondering, where are all those great things that were created with them? Maybe it's just me, but nothing has changed in my life so far. No improvements, but definitely, I need to be more careful when reading, listening, watching, and using things, as bad quality slowly creeps everywhere.
    1. cyanydeez · · focus · HN ↗
      thing is, I'm creating great things for our internal operations _from_ local models.

      The idea that the commercial value will all be capitalized is a farce. Qwen3.8 seems to me to have hit the threshold to these things being good enough without every buying a single cloud service.

      That should scare cloud AI more than it obviously does.

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