NIC NEVIM stated that the market is beginning to sober up from expectations related to the construction of data centers and the purchase of expensive chips and memory. According to him, the demand for capital is extraordinarily high, while the available money is running out. At OpenAI, he mentioned annualized revenues of $50 billion, but also stated that the company is still losing money due to high model training costs. He believes that the growth in revenues at this stage does not indicate long-term profitability. According to him, companies and individuals are now experimenting with AI and spending on tokens, but often do not yet see corresponding economic returns. If this does not change quickly, he believes it will be difficult to justify further extensive investments in infrastructure. He added that the costs must eventually be paid by someone, and end consumers do not currently have enough money for that. #ekonomika #uměláinteligence #datacentra (translated)
