超大规模云服务商正在购买所有芯片，然后转租给我们。
1 分•作者: adelks•3 个月前
这听起来可能有点吓人，但对我来说这似乎只是简单的数学问题：
1. 芯片价格上涨适用于所有人，包括超大规模计算厂商。
2. 我猜大多数消费者不会为这种离谱的价格买单。
3. 超大规模计算厂商会支付这笔钱，因为他们期望投资回报。
4. 我们消费者实际上是他们购买的芯片的最终用户。
那么，看起来超大规模计算厂商正在竞购芯片，然后会通过将这些芯片租回给我们，让我们来支付他们竞购时所出的离谱价格。
出路似乎很简单：不要为人工智能付费，等待能够负担得起本地（或联邦）人工智能芯片的时候。
但还有整个 B2B 市场，我不知道该怎么想。
你有什么看法？
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This may sound alarming, but it appears as simple math to me<p>1. Chip price increase applies to everyone, including hyperscalers
2. I assume most of consumers refuse to pay for such ridiculous prices.
3. Hyperscalers pay the price because they expect return on investment
2. We, consumers, are actually the end-users of the chips they bought<p>It appears then that Hyperscalers are outbidding us at buying chips, then will make us pay back the ridiculous price they outbid us with through renting them back to us.<p>The way out seems simple: don't pay for AI and wait till one can afford chips for local (or federated) AI.<p>But there's the whole b2b market that I don't know what to think about<p>What are your thoughts?