Is the power of AI companies basically their ability to outbid for AI accelerator chips?
It seems to me that all the hype AI companies are getting is primarily due to the ability to outbid competitors for scarce AI chips, or even design and/or build their own. This also includes their ability to build their own infrastructure around them.
IMHO this scarcity is the main source of their high valuations, and it seems that in the long term when chipmaking capacity builds up this advantage will eventually wane.
Having the ability to train on information provided by users and customers is also a factor, but that doesn't look like it will last either
https://www.reveddit.com/v/singularity/comments/1bdjf7u/is_t... - The mods deleted the content of the question and the whole question itself.
Go figure!!
This is the original question
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Is the power of AI companies basically their ability to outbid for AI accelerator chips?
It seems to me that all the hype AI companies are getting is primarily due to the ability to outbid competitors for scarce AI chips, or even design and/or build their own. This also includes their ability to build their own infrastructure around them.
IMHO this scarcity is the main source of their high valuations, and it seems that in the long term when chipmaking capacity builds up this advantage will eventually wane.
Having the ability to train on information provided by users and customers is also a factor, but that doesn't look like it will last either
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