Tencent doesn’t care if it can buy American GPUs again – it already has all the chips it needs

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Those remarks suggest Tencent is not finding it easy to find customers who pay for its AI services.

:-|

Nobody is. Every major AI company is losing money.

Anyone interested in this should checkout the newsletter and / or podcast of Ed Zitron.

A fellow Zitron appreciator.

Zitron is the best 😄



What's the podcast called? 'Zitron' didn't bring anything up on the Podcast Republic app.

Better Offline

Ah there it is. Thank you!




That’s simply not true.

source?

You don’t demand a source for the claim that AI companies are losing money. Why should I waste my time going through quarterly statements when the original commenter doesn’t seem to care to?

Yes, the original person give a (admittly, secondary) source, in the form of ed zitron's blog, I have already read it, so I know it's not bs.

If you don't know, why make the claim

Read a Google 10Q and get back to me.





One of the reasons I recommend Zitron is because he links all his sources in his show notes (well, links sources in a doc linked in his show notes).


Extremely informative post, how lucky that you took the time to write it.

I think the underlying message is making/serving AI isn't a mythical goldmine: it's becoming a dirt cheap commodity, and a tool for companies to use.

Hence American GPUs aren't going exactly the unobtanium the markets are hyping them to be, especially with the Huawei NPUs apparenty being viable alternates.



How do you know its not true? How do you know that AI companies are making money?





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