全部科技产业动态

Happy Shuttle Sunday! Today in 1993, Columbia made its final landing at Edwards AFB in California, concluding the STS-58 mission. All subsequent Columbia landings took place at KSC in Florida. @NASASpaceflight

We are about to experience the dot-com bust all over again. If this mania feels sustainable to you, you need to wake up and go touch some grass. AI will change the world, but it will be slowly over the next 20 years. Just like the internet. Hold on tight and keep cash on hand.

Whoa. Doubling down. Literally!! ~$200B of “backstopping” of which HALF is “residual value guarantees” which means more lease backing (now ~$500B) IF the leases don’t renew. Big Bet - Big Risk Future AI data center value is pure speculation! Bit it keeps the shell game going.

He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now. Why? Power is THE binding constraint in AI/SI. Few really have it. Data centers don’t work without power. This is not about promises of power tomorrow. Or forecasted power in 2028. Power TODAY. Chips can’t operate profitably unless installed in a functional data center. If you can install chips, it’s because you’ve solved the power problem. Models aren’t economically viable unless run on cost effective infrastructure which requires a functional data center with low input costs and reliable management. This can’t happen without power. AI/SI ROI doesn’t pencil unless models generate profitable outputs which necessarily needs functional data centers as the critical input. Again, power. Ergo, he who can shape data centers, chips and models together into a tightly coordinated stack is someone who has solved power. Solving power allows you to disproportionately shape AI/SI right now.

“AI has provided ‘zero payoff’ to corporate America outside of the technology sector, according to Apollo Global Management Chief Economist Torsten Slok.” What Slok and many others are missing is that the massive boosts in software creation and reasoning are elemental, and can be extended across all knowledge work (work in front of a computer) and then across any work that requires intelligence over 5-10 years, and eventually manual labor and dexterity as it’s the software that’s holding back robots from being useful. Astra and upcoming robot foundation models will change this. Major tech firms don’t make big bets on fads and herding-they’re just the first to see the productivity boosts (revenue per employee sharply up) and this will extend to the Fortune 1000 over 5-10 years.

The "Rack Spread" is unfolding, token prices are falling while GPU prices climb Change since mid-July: - B300 GPU rentals up 106% - B200 up 66% - H100 up 17% - Average token prices down 58% Charts of the Week: https://www.a16z.news/p/charts-of-the-week-job-fud-fades

The "Rack Spread" is unfolding, token prices are falling while GPU prices climb Change since mid-July: - B300 GPU rentals up 106% - B200 up 66% - H100 up 17% - Average token prices down 58% Charts of the Week: https://www.a16z.news/p/charts-of-the-week-job-fud-fades