People are getting real stuff done with the internet. But there were also a whole lot of overhyped companies that rightly crashed back in '99.
Once we've gone through the AI equivalent of the dot.com crash, will Anthropic still be scrambling for more capacity, or will they have more than they can profitably use, like the dark fiber we were left with last time?
Depends when it happens. I'm sure they'll take up whatever capacity is available.
At the moment computer providers are charging more for outdated H100 capacity now than when the H100s were new. That capacity is going to the smaller labs, not the frontier labs.
That hardware has already been depreciated financially so even if all those small labs disappeared it's not sending computer providers bankrupt - they can just cut prices and so long as they can charge more than electricity and maintenance they'll just keep them running.
People are getting real stuff done with the internet. But there were also a whole lot of overhyped companies that rightly crashed back in '99.
Once we've gone through the AI equivalent of the dot.com crash, will Anthropic still be scrambling for more capacity, or will they have more than they can profitably use, like the dark fiber we were left with last time?
Depends when it happens. I'm sure they'll take up whatever capacity is available.
At the moment computer providers are charging more for outdated H100 capacity now than when the H100s were new. That capacity is going to the smaller labs, not the frontier labs.
That hardware has already been depreciated financially so even if all those small labs disappeared it's not sending computer providers bankrupt - they can just cut prices and so long as they can charge more than electricity and maintenance they'll just keep them running.