The near future of AI Economics
The near absolute domination of Nvidia in AI hardware is not going away anytime soon. Despite efforts by major hardware companies and startups alike, supplanting Nvidia is just too costly. Even if a company is able to create better hardware and supply chains, it would still need to tackle the software compatibility challenge. Major AI frameworks like pyTorch and Tensorflow are all compatible with Nvidia, and little else. These are all open source, and although supported by major companies, like all open-source software their foundation is their communities. And communities can be notoriously hard shake. All this suggest that the price of Nvidia GPUs will keep increasing, fuelled by the rise of ever bigger LLMs.
So where does that leave us for the future of AI economics. Like anything valuable, if the current trend continues, GPU computation time will see the apparition of derivatives. More specifically, *futures* and *options* on GPU computing hours could be bought and sold.
The other coming trends are in energy trading, modern AI is extremely hungry for electricity, to the point of needing dedicated power-plants. If the current trends continue in AI, with major companies and countries building and investing into bigger and more power hungry datacenters, this could lead to a trend of significant disruptions in some parts of the energy sector. Again the markets for energy derivatives (*futures* and *options*) could be significantly affected. Finally, *bounds* markets and inflation are also poised for some disruption, as the building of the extremely expensive facilities necessary for AI is likely to result in more borrowing.
When it comes to AI: Nvidia GPUs and Electricity are king.
Link Below: google is buying nuclear power.
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The near future of AI Economics
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https://bluwr.com/p/59482990
The near future of AI Economics
The near absolute domination of Nvidia in AI hardware is not going going away anytime soon. Despite efforts by major hardware companies and startups alike, supplanting Nvidia is just too costly. Even if a company is able to create better hardware and supply chains, it would still need to tackle the software compatibility challenge. Major AI frameworks like pyTorch and Tensorflow are all compatible with Nvidia, and little else. These are all open source, and although supported by major companies, like all open-source software their foundation is their communities. And communities can be notoriously hard shake. All this suggest that the price of Nvidia GPUs will keep increasing, fuelled by the rise of ever bigger LLMs.
So where does that leave us for the future of AI economics. Like anything valuable, if the current trend continues, GPU computation time will see the apparition of derivatives. More specifically, *futures* and *options* on GPU computing hours could be bought and sold.
The other coming trends are in energy trading, modern AI is extremely hungry for electricity, to the point of needing dedicated power-plants. If the current trends continue in AI, with major companies and countries building and investing into bigger and more power hungry datacenters, this could lead to a trend of significant disruptions in some parts of the energy sector. Again the markets for energy derivatives (*futures* and *options*) could be significantly affected. Finally, *bounds* markets and inflation are also poised for some disruption, as the building of the extremely expensive facilities necessary for AI is likely to result in more borrowing.
When it comes to AI: Nvidia GPUs and Electricity are king.
Link Below: google is buying nuclear power.
Share:
The near future of AI Economics
copy:
https://bluwr.com/p/58717816
The near future of AI Economics
The near absolute domination of Nvidia for AI hardware is not going going away anytime soon. Despite efforts by major hardware companies and startups alike, supplanting Nvidia is just too costly. Even if a company is able to create better hardware and supply chains, they would still need to tackle the software compatibility challenge. Major AI frameworks like pyTorch and Tensorflow are all compatible with Nvidia, and little else. These are all open source, and although supported by major companies, they rely mostly, like all open-source software their foundation is their communities. And communities can be notoriously hard shake. All this suggest that the price of Nvidia GPUs will keep increasing, fuelled by the rise of ever bigger LLMs.
So where does that leave us for the future of AI economics. Like anything valuable, if the current trend continues GPU computation will see the apparition of derivatives. More specifically, *futures* and *options* on GPU computing hours could be bought and sold.
The other coming trends are in energy trading, modern AI is extremely hungry for electricity, to the point of needing dedicated powerplants. If the current trends continue in AI, with major companies and countries building and investing bigger and more power hungry datacenters, this could lead to a trend of significant distributions in some parts of the energy sector. Again the markets for energy derivatives (*futures* and *options*) could be significantly affected. Finally, *bounds* markets and inflation are also poised for some disruption, as the building of the extremely expensive facilities necessary for AI is likely to result in more borrowing.
When it comes to AI: Nvidia GPUs and Electricity are king.
Link Below: google is buy nuclear power.
Share:
The near future of AI Economics
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https://bluwr.com/p/58702184
The future of AI Economics and Investements
The near absolute domination of Nvidia for AI hardware is not going going away anytime soon. Despite efforts by major hardware companies and startups alike, supplanting Nvidia is just too costly. Even if a company is able to create better hardware and supply chains, they would still need to tackle the software compatibility challenge. Major AI frameworks like pyTorch and Tensorflow are all compatible with Nvidia, and little else. These are all open source, and although supported by major companies, they rely mostly, like all open-source software their foundation is their communities. And communities can be notoriously hard shake. All this suggest that the price of Nvidia GPUs will keep increasing, fuelled by the rise of ever bigger LLMs.
So where does that leave us for the future of AI economics. Like anything valuable, if the current trend continues GPU computation will see the apparition of derivatives. More specifically, *futures* and *options* on GPU computing hours could be bought and sold.
The other coming trends are in energy trading, modern AI is extremely hungry for electricity, to the point of needing dedicated powerplants. If the current trends continue in AI, with major companies and countries building and investing bigger and more power hungry datacenters, this could lead to a trend of significant distributions in some parts of the energy sector. Again the markets for energy derivatives (*futures* and *options*) could be significantly affected. Finally, *bounds* markets and inflation are also poised for some disruption, as the building of the extremely expensive facilities necessary for AI is likely to result in more borrowing.
When it comes to AI: Nvidia GPUs and Electricity are king.
Link Below: google is buy nuclear power.
Share:
The future of AI Economics and Investements
copy:
https://bluwr.com/p/58700636
The near future of AI Economics
The near absolute domination of Nvidia for AI hardware is not going going away anytime soon. Despite efforts by major hardware companies and startups alike, supplanting Nvidia is just too costly. Even if a company is able to create better hardware and supply chains, they would still need to tackle the software compatibility challenge. Major AI frameworks like pyTorch and Tensorflow are all compatible with Nvidia, and little else. These are all open source, and although supported by major companies, they rely mostly, like all open-source software their foundation is their communities. And communities can be notoriously hard shake. All this suggest that the price of Nvidia GPUs will keep increasing, fuelled by the rise of ever bigger LLMs.
So where does that leave us for the future of AI economics. Like anything valuable, if the current trend continues GPU computation will see the apparition of derivatives. More specifically, *futures* and *options* on GPU computing hours could be bought and sold.
The other coming trends are in energy trading, modern AI is extremely hungry for electricity, to the point of needing dedicated powerplants. If the current trends continue in AI, with major companies and countries building and investing bigger and more power hungry datacenters, this could lead to a trend of significant distributions in some parts of the energy sector. Again the markets for energy derivatives (*futures* and *options*) could be significantly affected. Finally, *bounds* markets and inflation are also poised for some disruption, as the building of the extremely expensive facilities necessary for AI is likely to result in more borrowing.
When it comes to AI: Nvidia GPUs and Electricity are king.
Link Below: google is buy nuclear power.
Share:
The near future of AI Economics
copy:
https://bluwr.com/p/58700632
