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I think hardware as a service will be their next thing, raise the cost of parts so people buy a cheap sub then increase the aubscription year by year.
Agree. I think MS and Google selling more cheap "cloud laptops" could totally be a thing. The personal device would mostly be a screen and bare bones components
Chromebooks is just the testing phase.
I feel like it could even be chromecast like devices which just plug into a screen and connect to server, cheap hardware sold at a loss to rope you into a sub.
Google execs like
When an AI company goes bankrupt, their hardware will be sold to anyone interested in it. My guess is, MS and Amazon will be buying a bunch of vacant datacenters within the next 10 years.
That’s enterprise hardware, so it’s not really compatible with your consumer grade gaming PC. If you’re interested in self hosting your own cloud photos and local LLMs, you might want to look into those auctions.
This, but also I think the fallout of the AI bubble popping will be different than people are envisioning. After the dot com bubble collapsed a lot of the infrastructure was sold at surplus and repurposed, but some of the infrastructure was left unused and just sat around for a while.
It’s not completely equivalent, but imo a great example of this is fiber optic. Early on, companies and governments invested in fiber optic technology in their local area to get in on the bubble hype, but after the bubble burst most of it went unused or not fully utilized in the way it was intended until recently, when Google bought various fiber optic networks around the country for Google fiber. This is the reason why in the last 10 or so years you had certain states and cities getting access to fiber connections before others.
Obviously this isn’t exactly the same, but I’ll be curious what the “fiber” of the AI bubble will be (if anything). My guess would be changes and hopeful improvements to our energy infrastructure, but time will tell.
Hilarious that you think they’re going to admit it. They’ll get bailed out and star over again with a brand new pitch.
Companies will never admit it. They’ll drive this shit right into the ground and keep digging
it'll flood the 2nd market, anything that can't be flipped past a certain point will be scrapped for recycling or just thrown away
A lot of that hardware is junk pretty soon anyway. Graphics cards run at full load 24/7 don’t last very long.
That's not really accurate at all. A GPU running at full load might wear out its fan, but if it's kept at a consistent temperature it's not going to shorten the life by much. The stress on a GPU generally comes from either being over bolted or from the thermal expansion and shrinkage from an inconsistent temp.
Recording and analyzing all the real-time video and audio feeds of their surroundings that everyone is required to provide while using the Internet, to ensure that no children are present when they use social media.
Lol when the AI bubble pops it will be most likely destroyed to maintain artificially high hardware costs.
At least that's why China ending crypto mining didn't drastically reduce the price of graphics cards.
A write off.
Solving chess
Personally I can't wait until Nvidia releases a new generation and they start shedding gpus. Helloooo secondary market!
I suspect Microsoft will use them for a videogame subscription streaming service
I listened to a YouTuber suggest that all these abandoned data centers would be great for the government to expand its mass surveillance programs so probably that
IDK, I think turning them into paintball arenas would be pretty sweet.
hard agree, I hope there's as much money in paintball as there is in mass surveillance
Palantir integrated police drone control network.
I hope some of it hits the used market, so tinkerers can play with them.
But yeah, knowing them, they will probably just throw the hardware away :(
The last boom/bust cycle resulted in a lot of high tech gear getting sold off at bargain basement prices.
Good for new businesses but bad for companies like Cisco trying to sell new gear in a market flooded with cheap used gear.
In capitalism, sustainability is not a goal.
It will be thrown in the trash, and the companies will reap big tax write-offs.
Crypto mining. And Im sure they're being built with this dual purpose in mind.
ChatGPT alone has 800 million weekly users of which the vast majority are normal people - not companies. The demand is there despite it not being able to increase company profit margins the way people expected. I don't see this computing infrastructure needing to run idle anytime soon.
Chatgpt is constantly losing money, public surface-level interest won't matter much when the capital runs out and they're still accruing significant debt without any revenue.
A major problem faced by first-mover companies like OpenAI is that they spend an enormous amount of money on basic research and initial marketing and hardware purchases to set up in the first place. Those expenses become debts and have to be paid off by the business later. If they were to go bankrupt and sell off ChatGPT to some other company for pennies on the dollar that new owner would be in a much better position to be profitable.
There is clearly an enormous demand for AI services, despite all the "nobody wants this" griping you may hear in social media bubbles. That dermand's not going to disappear and the AIs themselves won't disappear. It's just a matter of finding the right price to balance things out.
They are about to put ads in the service. The money will be made eventually
They're losing money mostly because of massive investments in new datacenters and GPUs. Not because people are not willing to pay for using it.
I think OP is talking about all of the future data centers that are allegedly being build despite nobody even knowing where. Nvidia has agreed to pay OpenAI $10B per gigawatt of datacenter for 10 gigawatts of datacenter build up over the next few years.
Unlikely that will fully materialize, but that's the current outlook.
They're trying to build several right now near my home in Southeast Michigan. So now you know where.
That sucks. Sorry about your luck.
this post was submitted on 11 Dec 2025
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