[neuronic]

That's only really value if the chips are useful and if there are people buying the chips for something they want to do with them.

It's entirely based on the perception that LLM training & inference is here to stay at ever growing scales when the shortcomings of Artificial Dreaming are increasingly scrutinized. Not all businesses want to end up paying refunds to their clients like Deloitte [1] because the LLM hallucinated crap into their reports (and they failed to correct it).

[1] https://www.theguardian.com/australia-news/2025/oct/06/deloi...

[shell_game]

Deloitte just bought like 400k Claude enterprise licenses. Bad example.

[rightbyte]

You could argue about the causality here.

[re-thc]

> It's entirely based on the perception that LLM training & inference is here to stay at ever growing scales when the shortcomings of Artificial Dreaming are increasingly scrutinized. Not all businesses want to end up paying refunds to their clients like Deloitte [1] because the LLM hallucinated crap into their reports (and they failed to correct it).

This assumes Deloitte didn't make more $$$ from the deal by "outsourcing" it to AI than not. It was a partial refund.

[rhetocj23]

You haven’t brought in the side costs into your analysis