this post was submitted on 28 Dec 2025
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Data centers are already paid for, so they're being built. But if they can't go online due to power costs. Then that will burst the bubble.
As for AI use... Sadly there are a bunch of people using it. And while the drop off rate of people trying it and ditching it is steep, there's actually a readoption curve. Which never fucking happens.
So everyone is betting on the next model being better, and more people giving it all a second chance... Which are two open questions.
But no power means no new model and no readoptions. This no profit. Those other steps can fail, but without power it all fails.
no they are not… they are contracted in paper by openAI, for example, who has no way of paying for them other than "trust me bro"
it's not just the cost… the infrastructure to produce all this additional power does not exist… another issue with these massive bubble
Served by the current infra, why do we need the next 200 gwatt for? to make memes faster?
by everybody you mean those ped.ling the bubble… we already saw the decline in the newer models and know it´s matematically impossible to get rid of the slop or get to "gen ai" through LLMs