After the AI boom: what might we be left with?
5 hours ago
- #AI Boom
- #Infrastructure
- #Dotcom Comparison
- The AI boom differs from the dotcom bubble as it focuses on proprietary, short-lived hardware rather than open, durable infrastructure.
- Current AI investments are in specialized GPUs with a 1-3 year lifespan, tied to specific vendors like Nvidia, Google, and Amazon.
- AI data centers are highly specialized and not easily repurposed, unlike the general-purpose infrastructure of the dotcom era.
- If the AI bubble bursts, it may leave behind obsolete, specialized hardware and data centers.
- A positive scenario involves surplus capacity lowering prices, enabling broader access to compute power for various applications.
- Supporting infrastructure like power grids and networking could remain useful regardless of the AI boom's outcome.
- The internet's success was due to open standards and universal access, which the current AI ecosystem lacks.
- The AI industry could foster long-term innovation by opening up its infrastructure, turning private assets into shared platforms.