

I mean, it seems pretty obvious at this point. The data centers aren’t getting built in time for all the hardware they’re buying up to get used, so it’s just sitting in warehouses and will be obsolete by the time any of these new data centers are built (if they ever actually are). And Jensen Huang has been waxing poetic about a future in which people don’t own computers anymore, they rent them to run AI agents on.
I’m not saying this is a sane and rational thing they’re pursuing, and it’s certainly doomed to failure because no one wants to rent computer time to run AI agents. But trying to prop up the AI bubble certainly seems to be the primary goal of all this ridiculous hardware purchasing.


Would have been? EVs are exactly that. They’re great. Ones with range can easily replace cars with internal combustion engines for most use-cases. Usually costs me about $5 a month to keep mine charged.
Fully agree on LLMs being expensive messes that aren’t very useful, though.