Buried in the 8000 words I wrote last week was a worrying story — that Microsoft considered drastic measures to free up capacity in its US-based servers for GPUs to power the AI boom. In an email shared with me by a source from earlier this year, Microsoft's senior leadership team
AI Is A Money Trap
In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
SF Compute: Commoditizing Compute to solve the GPU Bubble forever
Selling GPUs to avoid bankruptcy, empowering researchers with short term clusters, and why CoreWeave is maybe a real estate business
People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.
Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?
Premium: What If...We're In An AI Bubble? (Part 1)
Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow indicative of AGI creating a “permanent underclass” of people that stops people from building software companies, or really doing any kind of job on the computer: Hyperbolic? Perhaps. But even
Big Tech’s A.I. Spending Is Accelerating (Again)
Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.
AI GPUs probably live longer than three years
People who think current AI use is unsustainable often rely on the claim that inference GPUs only last “three years at the most” under load1. The idea here is that once the AI bubble money drains away, current infrastructure will rapidly become obsolete, and there won’t be enough money floating around to buy a whole slate of brand-new GPUs. Inference costs would thus rapidly become way too expensive for current AI products to make any financial sense.
Microsoft reports are exposing AI's real cost problem: Using the tech is more expensive than paying human employees | Fortune
Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
It's Time To Leave Microsoft
Contrary to what you might believe from the title, this article isn't published to try to convince you to leave Microsoft (although, if you are still on the fence, please continue reading the section below); instead of providing you with a paralyzing amount of dystopian information that is already available
The State Of The $1.7 Trillion AI Bubble: The End Of Thinking
Writing is thinking and thinking is understanding. Like understanding that the AI bubble has been around for a long time and that it's better to call it the data bubble.
AI Is Killing Microsoft
Microsoft's AI assistant, Copilot, is struggling to show traction, causing the tech giant to continue falling behind. Investors are not happy.
'That's not going to last': Jeff Bezos believes AI will force you to rent your PC from the cloud, and the RAM crisis is accelerating it
Your next PC upgrade might be a subscription
The loudest warning about AI and jobs yet
200 economists and AI leaders say something big is happening. What should we do about it? Plus: Apple sues OpenAI
The AI bubble isn’t new — Karl Marx explained the mechanisms behind it nearly 150 years ago
OpenAI CEO Sam Altman’s warning of an AI bubble highlights a deeper economic problem: capitalism is producing more capital than it can profitably invest.
Timing Is Everything in the AI Bubble
This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.
