[elbasti]

About 40% of AI infrastructure spending is the physical datacenter itself and the associated energy production. 60% is the chips.

That 40% has a very long shelf life.

Unfortunately, the energy component is almost entirely fossil fuels, so the global warming impact is pretty significant.

At this point, geoengineering is the only thing that can earn us a bit of time to figure...idk, something out, and we can only hope the oceans don't acidify too much in the meantime.

[Naklin]

Interesting. Do you have any sources for this 60/40 split? And while I agree that the infrastructure has a long shelf life, it seems to me like an AI bubble burst would greatly depreciate the value of this infrastructure as the demand for it plummets, no?