this post was submitted on 06 Jun 2026
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'At some point you've got to make money': Goldman's top AI skeptic warns the clock is running out ahead of OpenAI and Anthropic IPOs (fortune.com)
submitted 1 day ago by sanitation@lemmy.today to c/technology@lemmy.world
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[โ€“] GamingChairModel@lemmy.world 6 points 14 hours ago (1 children)

Once you get into things with useful generation and large context windows, or things like video generation, suddenly you need one or more $10,000+ pieces of hardware to run it.

A Blackwell server with 72 GPUs costs about $3 million, plus requires 130 kW of power (about 3 residential homes' max rated power through a residential 200A circuit box, for about $600-$1000/day in electricity cost).

You're gonna need to sell a lot of $20/month subscriptions to get that paid for, assuming that the server is good for 5 years. If it's only good for 3 years, the economics are basically impossible.

[โ€“] grinde@sh.itjust.works 4 points 12 hours ago

... assuming that the server is good for 5 years. If it's only good for 3 years, the economics are basically impossible.

And surely the big AI companies wouldn't decide that hardware rated for ~3 years should be amortized over 5-6 years in order to massively inflate their value on paper.

Surely.