Re: ongoing infrastructure changes with AI in the USA

On Fri, 15 Nov 2024 22:09:57 +0100, D <nospam@example.net> wrote:

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On Fri, 15 Nov 2024, Lynn McGuire wrote:
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On 11/15/2024 3:23 AM, D wrote:

 
 
On Thu, 14 Nov 2024, Lynn McGuire wrote:
 

On 11/14/2024 2:18 PM, D wrote:

 
 
On Thu, 14 Nov 2024, Scott Lurndal wrote:
 

Lynn McGuire <lynnmcguire5@gmail.com> writes:

I am on the periphery of the ongoing blanketing of the USA with AI
servers.  I have a few facts that might just blow you away.
 
The expected number of AI servers in the USA alone is presently a
million (SWAG).  The current cost for a single AI server is $500,000
US.
   1,000,000 x $500,000 = $500 billion US of capital.

 
First, What is your source for this data?  Be specific.
 
Second, define precisely what an "AI server" is.

 
My guess would be a server stuffed with GPU:s.

 
1. A huge rackmount frame the size of a refrigerator
2. Two Intel Zeons with 64 or 128 cpus each
3. Many terabytes of ram in 20 to 40 memory slots
4. 10 to 40 SSD hard drives of 1 TB to 8 TB
5. four to twelve Nvidea H100 or H200 boards
6. multiple power supplies
7. etc, etc, etc, etc, etc, etc
 
In other words, it looks like a 1980s / 1990s mini computer in a rack
configuration with many swapable / upgradable modules.
 
Here is just one variant:
https://www.dell.com/en-us/dt/servers/specialty-servers/poweredge-xe-
servers.htm#scroll=off&tab0=0&accordion0
 
Lynn

 
Just what I would have expected! It will be fun if there's another AI-
winter. Then we'll be eating GPU:s for breakfast given all the oversupply
that will exist! When do you think disillusionment will set in (if at all)?

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The AI disillusionment will start when the companies try to layoff their
customer support departments and find out that they cannot do so.
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Lynn

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Let us study the example of Klarna with great interest! I think they did
exactly that. Instead of having people answering questions about loans and
credit, they will let the LLM:s do it and I then assume have a vastly
smaller teams of humans catching the hallucinations and edge cases.

Most of the companies I have had to try to deal with over the past few
years are heavily protected by automated telephone/online chat trees
which /never/ get you to an actual person. The closest one came was to
offer me the option of using my phone to chat with one. Sadly, my
phone doesn't do that; it's very primitive.

IOW, they only want to hear about the problems they can imagine you
might have and so have solutions for. Anything else is of no interest
to them.
--
"Here lies the Tuscan poet Aretino,
Who evil spoke of everyone but God,
Giving as his excuse, 'I never knew him.'"