When it pops, will the current pervasive LLM and Gen’AI’ slop dry up as their companies go under? Will LLM and agentic chatbots be removed from all the apps that have been shoehorning them into everything? Or will just some companies go under, some stocks lose value and people’s 401ks are hollowed out
It’s actually fairly hard because the infrastructure is quite different. These new buildings or repurposed ones from Bitcoin mining are more of a supercomputer than a data center. Usually facilities like this are for storage and connection, so they are built close together and have massive input output lines.
In contrast, the new ones are put wherever there’s least resistance, in the middle of nowhere, ideally a place with cheap electricity or few neighbors to run generators 24/7.
I think the only viable usage would be renting out the cards to users, replacing home usage of models. Then again, they won’t actually be able to put up very many of these regardless, so there isn’t too much loss as long as the bubble pops soonish like 2027.