Data Centers

Dark GPUs

David Rosenthal tests the popular analogy between today's AI data-center buildout and the dot-com era's dark fiber. He argues it is flawed: GPUs depreciate exponentially as each generation improves power efficiency, so idle capacity will not become cheap useful infrastructure the way fiber did, and he compares Nvidia's position with Sun Microsystems after the dot-com bust.

Blog post · AI · Data Centers · Economics · Nvidia