without going full conspiracy, how much of the AI hype is driven by entities highly invested in the emerging surplus power from gas and coal, or who think they can make bank on a small nuke SMR play if they get the correct contracts with a Datacenter?
If we stopped doing insane things with GPUs then what's left is a viable business with CDNs and cloud computing for purposeful activity.
Burning coal 24/7 to make dali-m images is silly. But, if I was long on SMR I would totally play up how much power they need and if need be, co-fund the GPU farm to buy my power.
Is that not just the electricity version of the GPU maker taking a position in the AI sector as long as the money comes back to buy GPU (which btw, just happened bigly)
If we stopped doing insane things with GPUs then what's left is a viable business with CDNs and cloud computing for purposeful activity.
Burning coal 24/7 to make dali-m images is silly. But, if I was long on SMR I would totally play up how much power they need and if need be, co-fund the GPU farm to buy my power.
Is that not just the electricity version of the GPU maker taking a position in the AI sector as long as the money comes back to buy GPU (which btw, just happened bigly)