It’s unlikely any of this will ever be profitable, the only one making profit from this right now is NVIDIA. Everyone else’s costs dwarf revenue, even just operational costs, not even counting capital expenditure to set this stuff up. None of these companies have a path to profitability, and most of the little revenue is coming from services burning investor money built upon other services that are also burning investor money, or temporary shenanigans like Microsoft trading OpenAI free compute time at their data centers in exchange for IP, or coreweave using their GPUs as collateral against loans to buy more GPUs that get collateralized in turn.
At best the deregulation makes things less unprofitable and drags the bubble out a little longer.
thats why they are trying to cram AI into whatever services they have, google on pixels, micrsoft on its various services,etc, i think they are just trying to stem bleeding by cramming it in to everything they can.
And profitably shitty.
It’s unlikely any of this will ever be profitable, the only one making profit from this right now is NVIDIA. Everyone else’s costs dwarf revenue, even just operational costs, not even counting capital expenditure to set this stuff up. None of these companies have a path to profitability, and most of the little revenue is coming from services burning investor money built upon other services that are also burning investor money, or temporary shenanigans like Microsoft trading OpenAI free compute time at their data centers in exchange for IP, or coreweave using their GPUs as collateral against loans to buy more GPUs that get collateralized in turn.
At best the deregulation makes things less unprofitable and drags the bubble out a little longer.
thats why they are trying to cram AI into whatever services they have, google on pixels, micrsoft on its various services,etc, i think they are just trying to stem bleeding by cramming it in to everything they can.