Row 11992

Row ID: 11992 | Dataset Entry | Axioma AXP Content Repository

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As far as AI energy consumption goes, I wouldn't get too excited about it in terms of investing in energy.

We are pretty early in the AI development period (AI being a shorthand for very large neural network models such as LLMs). I think the main developers of this technology are only just now starting to see what the needs are going to be from the hardware side and we get more into products based on the tech. GPUs that are AI focused were a great starting point, but we didn't really know what the software needed exactly until after GPT took off and subsequent development into a consumable product. Designs for more efficient chips and hardware to take full advantage of large models are starting to emerge. GPUs will probably be a good choice for the next few years, but I expect more energy-efficient chips (look up talks about "analog chips" for instance) will emerge in the market, at least on the data center side.

I don't see the energy side being where to invest in AI, I think its probably going to be more around data centers and companies that make great AI-based products.

FieldValue
text As far as AI energy consumption goes, I wouldn't get too excited about it in terms of investing in energy. We are pretty early in the AI development period (AI being a shorthand for very large neural network models such as LLMs). I think the main developers of this technology are only just now starting to see what the needs are going to be from the hardware side and we get more into products based on the tech. GPUs that are AI focused were a great starting point, but we didn't really know what…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-20
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Raw Record

{
  "text": "As far as AI energy consumption goes, I wouldn't get too excited about it in terms of investing in energy. \n\nWe are pretty early in the AI development period (AI being a shorthand for very large neural network models such as LLMs). I think the main developers of this technology are only just now starting to see what the needs are going to be from the hardware side and we get more into products based on the tech. GPUs that are AI focused were a great starting point, but we didn't really know what the software needed exactly until after GPT took off and subsequent development into a consumable product. Designs for more efficient chips and hardware to take full advantage of large models are starting to emerge. GPUs will probably be a good choice for the next few years, but I expect more energy-efficient chips (look up talks about \"analog chips\" for instance) will emerge in the market, at least on the data center side.\n\nI don't see the energy side being where to invest in AI, I think its probably going to be more around data centers and companies that make great AI-based products.",
  "label": "r/investing",
  "dataType": "comment",
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  "datetime": "2024-05-20",
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