• IBM's CEO walked through some napkin math on data centers— and said that there's "no way" to turn a profit at current costs.
  • "$8 trillion of CapEx means you need roughly $800 billion of profit just to pay for the interest," Arvind Krishna told "Decoder."
  • Krishna was skeptical of that current tech would reach AGI, putting the likelihood between 0-1%.
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[–] 5 points 11 months ago

Fully agreed. The huge front runners will never recoup the cost of their training, especially since the result is just being used to train the more efficient models.

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