After "AI": Anticipating a post-LLM science & technology revolution

kept by eddie dec 30, 25

The massive overinvestment in LLM datacenters is unsustainable and will lead to a bust that makes GPU supercomputers cheap, fueling a new science and technology revolution.

Massive demand from AI data centers drives up computer memory prices : NPR
AI-driven demand for memory in data centers has caused RAM prices to double or more, challenging the expectation that tech continually gets cheaper.
also on IBM, #hardware, #ai
IBM to acquire Confluent
Hacker News commenters react to IBM's acquisition of Confluent with widespread skepticism, citing IBM's history of poor acquisitions and suggesting Kafka alternatives.
also on IBM, #infrastructure
A Deluge of A.I. Computing Power Is About to Come Online, Fueling Major Leaps - The New York Times
AI chip count will double roughly every nine months, reaching about 200 million H100‑equivalent units by 2028 as massive data‑center construction ramps up worldwide.
also on #data-centers, #infrastructure, #hardware, #ai
Data centers become "killer application" for new power transformer tech - Ars Technica
Solid-state transformers, spurred by AI data center demand, offer mass-manufacturable, efficient power conversion that could also benefit EV charging and household grids.
also on #data-centers, #infrastructure, #hardware