超大规模云服务商正在购买所有的芯片,然后再将这些芯片租给我们。
这可能听起来令人担忧,但在我看来,这只是简单的数学问题。
1. 芯片价格上涨适用于所有人,包括超大规模云服务商。
2. 我认为大多数消费者拒绝支付如此荒谬的价格。
3. 超大规模云服务商愿意支付这个价格,因为他们期望获得投资回报。
4. 我们,消费者,实际上是他们购买的芯片的最终用户。
因此,似乎超大规模云服务商在购买芯片时出价高于我们,然后通过将芯片租赁给我们来让我们偿还他们的高价。
解决办法似乎很简单:不支付人工智能的费用,等待能够负担得起本地(或联邦)人工智能的芯片。
但还有整个B2B市场,我对此不知该如何看待。
你有什么想法?
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This may sound alarming, but it appears as simple math to me<p>1. Chip price increase applies to everyone, including hyperscalers
2. I assume most of consumers refuse to pay for such ridiculous prices.
3. Hyperscalers pay the price because they expect return on investment
2. We, consumers, are actually the end-users of the chips they bought<p>It appears then that Hyperscalers are outbidding us at buying chips, then will make us pay back the ridiculous price they outbid us with through renting them back to us.<p>The way out seems simple: don't pay for AI and wait till one can afford chips for local (or federated) AI.<p>But there's the whole b2b market that I don't know what to think about<p>What are your thoughts?