> A failing company may still be right in identifying other companies failure modes.
Agreed if this is what they are doing, but what if theyre spewing claims to try and discredit an industry in order to quell their shareholder concerns?
They are not the only ones looking at the money spent in AI datacentres and concluding most of the investment will not be recovered anytime soon.
A lot of the silicon being deployed is great for training, but inefficient for inference and the training to inference ratio for usage shows a clear tendency to go the inference way. Furthermore, that silicon, with the workloads it runs, doesn’t last long and needs replacement.
The first ones to go online might recover the investment, but the followers better have a plan to pivot to other uses.
You can be prescient about failure in one area and still fail yourself. There's no gotcha.