07:53:00 +07:00 Big infra build out done when? - We are in a very rare period of core internet infrastructure build out. The huge surge in Nvidia profits is part of this, as service providers are rushing to build out the compute necessary for the boom in AI / machine learning applications that have become runnaway successes everywhere.
I'm really curious how the infrastructure companies are estimating how much compute they will need. It's a complicated problem in normal times, but this is the age of generative AI and deep fakes. They have to lay down the infrastructure for companies that will be able to build the smartest bullshit machines ever invented.
We will probably avoid the pitfalls of the dot com crash this time, but the pitfalls in this build out seem like they could be very difficult to detect, especially when you are in the thick of it. #