this post was submitted on 13 Oct 2025
112 points (98.3% liked)

Technology

76041 readers
2564 users here now

This is a most excellent place for technology news and articles.

Our Rules

  1. Follow the lemmy.world rules.
  2. Only tech related news or articles.
  3. Be excellent to each other!
  4. Mod approved content bots can post up to 10 articles per day.
  5. Threads asking for personal tech support may be deleted.
  6. Politics threads may be removed.
  7. No memes allowed as posts, OK to post as comments.
  8. Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
  9. Check for duplicates before posting, duplicates may be removed
  10. Accounts 7 days and younger will have their posts automatically removed.

Approved Bots

founded 2 years ago
MODERATORS
L3s@lemmy.world
enu@lemmy.world
technopagan@lemmy.world
L4s@lemmy.world
L3s@hackingne.ws
L4s@hackingne.ws
112
Looking more like insider trading scam than AI bubble: Open AI raises commitments/partnerships to 36GW with new 10gw Broadcom deal (www.cnbc.com)
submitted 1 day ago by humanspiral@lemmy.ca to c/technology@lemmy.world
5 comments fedilink hide all child comments
 

An AI bubble requires actual AI capabilities to be built and to fail to be called that. A stock trading scam on AI stocks is just a stock trading scam.

36GW is 36 times current US corporate owned AI datacenter capacity. All of it made at TSMC which runs full tilt as it is. TSMC's current plans is to 2x (over 3nm today) 2nm node by 2028. 4x by 2031 would still mean 2038ish to satisfy just OpenAI demand.

A big problem with having so many partners that OpenAI has no actual money to pay, is that no one has the confidence to place big TSMC capacity unless they are sure OpenAI actually buy from them, with money they get on time to buy from them. There are definitely consumer AI/gaming capabilities that can have more certain demand than the datacenter impossibilities.

Each additional announcement makes the joke more impossible to believe. CISCO did not do this during 1999 bubble. People just assumed its growth would continue.

Fine, OpenAI revenue growth may reach 3x at end of this year. At losses equal to its revenue number in 2024. OpenAI already has the most expensive models.

you are viewing a single comment's thread
view the rest of the comments
[–] xia@lemmy.sdf.org 2 points 1 day ago (2 children)

I guess AI is best measured by how much power it consumes... ?

[–] humanspiral@lemmy.ca 2 points 1 day ago

that is how OpenAI measures all of its deals. the GPU providers DGAF about that measure, and "real deals" will be for x number of gpu's instead. OpenAI PR make stonk go up, is vagueness everyone else seems to enjoy. It makes 0 sense in any deals these companies can make. It just scares the rest of us for how much the power bill go brrrr.

[–] KnitWit@lemmy.world 2 points 1 day ago

Only tangible thing it produces.