A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of Qualifications (SQQs)," which it added
Current games have a limit. Current models have a limit. New games could scale until people don’t see a quality improvement. New models can scale until people don’t see a quality improvement.
I’m supposed to be able to take a model architecture from today, scale it up 100x and get an improvement. I can’t make the settings in Crysis 100x higher than they can go.
Games always have a limit, AI is supposed to get better with scale. Which part do you not understand?
But really the “game” is the model. Throwing more hardware at the same model is like throwing more hardware at the same game.
Which part of diminished returns not offering as much profit did you not understand?
Current models give MS an extra 30% revenue. If they spend billions on a new model will customer pay even more? How much would you pay more for a marginally better AI?
But really the “game” is the model. Throwing more hardware at the same model is like throwing more hardware at the same game.
No, it’s not! AI models are supposed to scale. When you throw more hardware at them, they are supposed to develop new abilities. A game doesn’t get a new level because you’re increasing the resolution.
At this point, you either have a fundamental misunderstanding of AI models, or you’re trolling.
When you throw more hardware at them, they are supposed to develop new abilities.
I don’t think you understand how it works at all.
Data is collected. Training is done on the data. Training is done on the trained data (deep seek). You now how a model. That model is a static software program. It requires 700 GB of ram to run (deep seek). Throwing more hardware at the model does nothing but give you a quicker response.
If everyone pays you to use your model, you have no reason to develop a new one. Like Skyrim.
Current games have a limit. Current models have a limit. New games could scale until people don’t see a quality improvement. New models can scale until people don’t see a quality improvement.
I’m supposed to be able to take a model architecture from today, scale it up 100x and get an improvement. I can’t make the settings in Crysis 100x higher than they can go.
Games always have a limit, AI is supposed to get better with scale. Which part do you not understand?
You can make Crysis run at higher fps. You can add polygons. (remember ati clown feet?) You can add details to textures. https://research.nvidia.com/publication/2016-06_infinite-resolution-textures
But really the “game” is the model. Throwing more hardware at the same model is like throwing more hardware at the same game.
Which part of diminished returns not offering as much profit did you not understand?
Current models give MS an extra 30% revenue. If they spend billions on a new model will customer pay even more? How much would you pay more for a marginally better AI?
No, it’s not! AI models are supposed to scale. When you throw more hardware at them, they are supposed to develop new abilities. A game doesn’t get a new level because you’re increasing the resolution.
At this point, you either have a fundamental misunderstanding of AI models, or you’re trolling.
I don’t think you understand how it works at all.
Data is collected. Training is done on the data. Training is done on the trained data (deep seek). You now how a model. That model is a static software program. It requires 700 GB of ram to run (deep seek). Throwing more hardware at the model does nothing but give you a quicker response.
If everyone pays you to use your model, you have no reason to develop a new one. Like Skyrim.