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Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle β€” trades tokens for revenue cut

3 months ago by Rekall Incorporated to c/hardware

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Sharon AI and Firmus are the first partners, with a combined total of up to 210,000 GPUs.

Rekall_Incorporated 36 points 3 months ago

I am not an AI/ML sсeptic, but this scheme really does make it look like the current setup is de facto a collusion driven bubble for scamming.

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karashta 13 points 3 months ago

Because it is.

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Rekall_Incorporated 2 points 3 months ago

The thing is bubbles are extremely difficult to define/contextualize before they pop.

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Rothe 1 point 3 months ago

Or they are difficult to you because you have an inherent bias of not seeing this particular one.

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Rekall_Incorporated 0 points 3 months ago

What do you mean by not seeing this particular one?

I lean towards agreeing that this is a massive bubble, it's just these things are complicated and I don't support making quick judgements in such situations.

Or were you talking about something completely different? Sorry, I am a little bit confused.

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avidamoeba 8 points 3 months ago

AI/ML septic

😁

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Rekall_Incorporated 2 points 3 months ago

hahahaa

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terabyterex 2 points 3 months ago

the futire is local ai. the bubble is the ramp up of ai services. just like the dotcom bubble.

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greyscale 4 points 3 months ago

The future of AI is as a $500M/yr industry of boring business software, mostly run by the chinese.

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avidamoeba 23 points 3 months ago

Sounds like another form of debt financing dependent on future profits to repay.

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holy_scroller 12 points 3 months ago

One of the few companies making real money is starting to take IOUs. That is a great sign.

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SaveTheTuaHawk 17 points 3 months ago

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Bakkoda 1 point 3 months ago

You have 3 more sockets which means you could have plugged in 3 more power strips

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