I also think the data center deal will somewhat obsolete itself and that much of the computing will be pushed out to end devices. I see large data centers no longer needed and that computing will be more compact and efficient and that will change very quickly.
another prediction. I think AI stocks are in a massive bubble, I think its NOT clear that these stocks have the cash flow or anywhere near it to maintain the values they have.
I don't doubt that eventually, personal devices will have enough computing power to do real AI. But that's a long way off. It will take quantum computing in our devices. Long way off from that. What today takes 8 gigawatts of power and a hundred acres, isn't going to be running on a desktop for a long time.
But, even when devices have the computing power... Another reason it won't be happening on our devices, is secrecy. A lot of what those super scaling data centers are doing, isn't ever going to be shared with the public. What will happen, for sure, is the increased computing power in our devices will be used to capture more and more data from us every second of every day - from our devices. I'm sure the day will come, that you'll have to have such a powerful device, so you can get your open heart surgery done in the kiosk at Walmart.
Agree that AI stocks are a bubble. But, again, what people are calling "AI" isn't really AI. The companies call it that for marketing. Comparing the LLM's and such we use to AI is kind of like saying the lips and assholes that are in hot dogs are "beef".
Real AI isn't public. It's not traded. There are no stocks to buy. It's funded by nations, military, huge corporations, for their own use and not for anyone else. That's going to keep growing exponentially. But that's real AI. Not some ChatGPT bullcrap. I mentioned quantum computing. I'm not sure that is really going to be the future, it might turn into a dead end. But, "something" will come along that raises computing power exponentially. Most people working in that space think AI will come up with it (actual AI, not lips and assholes marketed as beef).
- DAA