Re: ongoing infrastructure changes with AI in the USA

On Mon, 18 Nov 2024, Lynn McGuire wrote:

On 11/18/2024 10:45 AM, Scott Lurndal wrote:

Paul S Person <psperson@old.netcom.invalid> writes:

On Mon, 18 Nov 2024 14:12:34 GMT, scott@slp53.sl.home (Scott Lurndal)
wrote:
 

Lynn McGuire <lynnmcguire5@gmail.com> writes:

On 11/14/2024 9:00 AM, 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 =3D $500 billion US of capital.

=20
First, What is your source for this data?  Be specific.
=20
Second, define precisely what an "AI server" is.

 BTW, I should have mentioned that the AI Servers are not uniform in any=

=20

of their aspects.  I just gave the specs for one of the high end=20
machines that the manufacturer has a three month waiting list for.

 Some of us actually produce ML hardware.  The term AI is an marketing
gimic, not reality.
 ML hardware ranges from custom logic in a desktop CPU to massively =

parallel

specialized hardware (e.g. plug-in GPUs).   An ML-enabled server can
range from a simple ML accelerator block in the CPU itself (Apple,
Google, Amazon, Marvell) to a large, expensive, power-hungry GPU from =

Nvidia.

 Yes, there are large racks of ML-enabled servers, particularly for
training.  No, they're not really anything special other than using
high-end, high performance CPUs, GPUs and high-speed interconnects
(Infiniband, 100 and 400Gb ethernet).      Basically no different
than any supercomputer in scale and power requirements.

 1 million of them will rather increase the power requirements,
possibly causing shortages.

 It is unlikely that there will be anywhere near one million
ML training setups, which are the power-hungry setups.
 ML Inference requires significantly less horsepower and will
be distributed over millions of laptop/desktop/table systems.
 It's just as likely that the hype bubble will burst in the
next 18 months.

>
""Prediction is very difficult, especially about the future." — Niels Bohr"
https://www.reddit.com/r/quotes/comments/10at8mq/prediction_is_very_difficult_especially_about_the/
>
BTW, my buddy who programs AI Servers at the big dumb company, agrees with you.  But they are selling hundreds of the huge AI servers each month and are struggling to meet demand.
>
Lynn

I believe there is a bubble, Regular people are taking AI and buying nvidia shares. I think no surer indication of bubbles can be found than that.
On the other hand, that would also seem to indicate that perhaps there is a lot of life left in the crypto space. I imagine that Trump will make it mainstream, thereby inflating its value enormously. Will the regulated crypto space be ready for 100s of millions of americans jumping onto the crypto train simultaneously?