Accenture sells AI transformation to thousands of clients while quietly telling its own employees they get a fraction of what some were already spending. The internal memo reveals a tension at the heart of every major consulting firm racing to profit from AI.
You’re more optimistic than I am. My bet is that when the bubble pops the government will step in to bail out these companies, especially household names like Nvidia, and none of the data center equipment ever finds its way into the hands of regular people. It’s gonna get repurposed into a pillar of our surveillance hellscape, attempting to weed out people who are guilty of precrimes or thoughtcrimes, providing pretext to arrest political opponents and undesirables by going “they were dangerous! Our trillion dollar AI said so!”
As regards the data centre equipment; the SSDs and hard drives used for storage would be reusable by regular people. Those will be nice to have.
The memory is the high-bandwidth kind that is not be usable on consumer motherboards. The ‘graphics cards’ are the size of filling cabinets, require external power supplies and cooling, don’t have video outputs, don’t have drivers for graphics output. If you don’t have a requirement for serious parallel computation with a very high uptime, then it’s not worth the cost of powering them up. If/when the bubble bursts, all that shit is going to landfill.
Nvidia is the one selling the shovels during the gold rush. They’re not at risk of going bust.
It’s all the LLm companies leveraging themselves to the eye balls to buy Nvidia chips for their datacenters that are at risk.
You’ve created an entire narrative around this. That’s impressive.