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selfhoster11 | 1 month ago

They already are paying off. The nature of LLMs means that they will require expensive, fast hardware that's a large capex.

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kortilla|1 month ago

They aren’t yet because the big providers that paid for all of this GPU capacity aren’t profitable yet.

They continually leap frog each other and shift around customers which indicates that the current capacity is already higher than what is required for what people actually pay for.

MrDarcy|1 month ago

Google, Amazon, and Microsoft aren’t profitable?