NVIDIA Discusses the Revenue-Generating Potential of AI Factories

[kondamin]

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This time around it might not be te bubble that eventually pops.

I hope this happens after they built all that new energy infrastructure

 

[lexluthermiester]

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I don’t think anyone has even contemplated what wide AI adoption, replacing vast numbers of workers will do to the society. And by the fact that tech company leaders are now paraded as the pillars of our society, I bet all the downsides will be swept under the rug for as long as they will be able to.

THIS! Yes! Bloody fools.

 

[AusWolf]

You don't get it. You would be out of a job and hence have no money. Remember Sam Altman saying "we may have to rewrite the social contract"? The money goes to the execs, not people like you.

If the small man is forced out of his job, and has no money, then who will buy all the crap made in those fancy AI factories? You can't build an economy around the unemployed. If AI takes over factory jobs, then factory workers will need new jobs, or a universal income to still be able to contribute to the economy.

View attachment 400061

I don’t think anyone has even contemplated what wide AI adoption, replacing vast numbers of workers will do to the society. And by the fact that tech company leaders are now paraded as the pillars of our society, I bet all the downsides will be swept under the rug for as long as they will be able to.

AI replacing factory work is a good idea as long as society is ready to give up on the outdated idea of measuring productivity in working hours.

 

[Space Lynx]

AI in general is that. The good use cases are niche. Someone had a theory that basically said Big Tech doesn't really have a Next Big Thing, and endless growth demands constant new things. That is why AI is being forced everywhere. Plus at this point there is massive investments made into hardware but no obvious way to profit other than "everyone on earth has to use it" but why people would want to ... is not clear. Hence the forcing.



You don't get it. You would be out of a job and hence have no money. Remember Sam Altman saying "we may have to rewrite the social contract"? The money goes to the execs, not people like you.


You think in words? Weirdo. Also, no. Absolutely not.

you just thought in words... and just responded to me in words... if you are referring to your automated things you do like opening a door and you don't think about that in words, you did think about it in words at one point to organize the world around you, just because it is automatic now doesn't mean anything

 

[GodisanAtheist]

What's the corporate end game though? Replace all workers with Ai and robots. No human worker earns any money anymore, who will be buying all the iPhones and GeForce graphic cards then if no one can even earn any money? Everyone can't be "irreplaceable" execs. It's like they didn't think this "revolution" through. It's already bad as it is and we're not even where corporations want it...

-This is my chance to pitch my dream Star Trek episode:

Kirk and co get a distress call that an unstoppable race of machines is on an expansionist crusade to strip the galaxy of all resources.

Kirk fights his way to the robot home world where he discovers something really bizarre: robots living in houses, going to work for their robot bosses. A bizarre simulacra of organic existence.

Everyone once in a while there is an attack by primitive savages that are easily repelled.

He accesses the robot home world's mainframe and discovers that the robots were once AI assistants that eventually supplanted the working class which dwindled and went extinct. Eventually the AIs took the ownership classes jobs as they were actually better bosses than the organic beings were. The savage primates are descended from the ownership class.

Kirk makes an impassioned speech to the robot overlords, explaining that growth for the sake of growth is no way to live. That Humanity once went through such a phase, but has now under the Federation become a post scarcity society where each individual is free to reach their full potential without the fear of going hungry or being homeless.

The AI's are overwhelmed by Kirk's pathos and sexual prowess, and the quadrant is saved.

Fin.

 

[AusWolf]

you just thought in words... and just responded to me in words... if you are referring to your automated things you do like opening a door and you don't think about that in words, you did think about it in words at one point to organize the world around you, just because it is automatic now doesn't mean anything

You replied in words because we are on an online forum. How else would you want to reply?

When you think about opening your front door, I'm sure you think about the feeling of inserting the key, turning it in the lock, pushing down on the handle, etc. You cannot convey those things accurately with words. Opening a door is a broad concept each one of us understands, but the image it generates in our head is different for each of us.

Or dreams. You can tell me about your dream last night, and I'll have a vague idea, but will I know what it looked like, what it felt like, etc? Not even close.

Edit: Since you mentioned replying here... actually, using only words is often a source of conflict that could be mitigated if we understood the person by seeing gestures, mimics, tonality, etc. A message typed here can have totally different meanings in real life, and this lack of understanding of different meanings is the source of conflict so many times. I write A, but you understand B. You get what I mean. Right?

Edit 2: Imagine getting a massage. It feels nice. Do you need words to know that it feels nice? Does the word "nice" actually describe what it feels like? Do you need words to describe the taste of the food you're eating to know that you like it? The world around you isn't made up of words. It's only your mind that translates your experience into words.

Another example... languages. Different languages have different words to describe concepts. For example, Hungarian has two different words for platonic love, and other kinds of love. In English, it's just "love". I've also heard Finnish has different words to describe snow depending on its texture (powder snow, coarse snow, hard snow, etc). In English, it's just snow. Snow existed long before we invented the word "snow".

 

[Frick]

you just thought in words... and just responded to me in words... if you are referring to your automated things you do like opening a door and you don't think about that in words, you did think about it in words at one point to organize the world around you, just because it is automatic now doesn't mean anything

Nope. What you describe is translation, and communicating, not thought.

If the small man is forced out of his job, and has no money, then who will buy all the crap made in those fancy AI factories? You can't build an economy around the unemployed. If AI takes over factory jobs, then factory workers will need new jobs, or a universal income to still be able to contribute to the economy.

Who cares as long as the rich get richer.

 

[AusWolf]

Who cares as long as the rich get richer.

That's the point - the rich won't get richer if there is no one out there to buy their crap. Or do you think you get paid for your work because your employer/government wants to be nice?

 

[Jacky_BEL]

Oh , it is that easy.

Ok then , chatGPT , set me up a framework to discover all drugs for all diseases.

Goodbye now , i have got to start thinking how about to spend all my future earnings.

 

[umeng2002]

Let me guess, you pay nVidia™ hundreds of millions of dollars, and five years down the road, you might save some money?

 

[mechtech]

"NVIDIA Discusses the Revenue-Generating Potential of AI Factories"

Who cares about making better than Roman/Greek concrete, or curing diseases, etc............just think of the Revenue-Generating Potential!!

 

[Bwaze]

That's the point - the rich won't get richer if there is no one out there to buy their crap. Or do you think you get paid for your work because your employer/government wants to be nice?

But right now majority of revenue in “AI”, LLM etc. isn’t from the end users that would pay for the services AI provides. Sure, some people are paying subscriptions to various ChatGPTs and Midjourneys - but that is actually a drop in the ocean compared to corporate investment, “it will become much more useful”. This, stock market hype, even focus of governments that have strong FOMO like they will miss a development step if they fall behind ensures the bubble cannot burst. You won’t be doing it with your wallet, because your participation isn’t needed.

 

[AusWolf]

But right now majority of revenue in “AI”, LLM etc. isn’t from the end users that would pay for the services AI provides. Sure, some people are paying subscriptions to various ChatGPTs and Midjourneys - but that is actually a drop in the ocean compared to corporate investment, “it will become much more useful”. This, stock market hype, even focus of governments that have strong FOMO like they will miss a development step if they fall behind ensures the bubble cannot burst. You won’t be doing it with your wallet, because your participation isn’t needed.

You're not wrong, but you missed my point. The article is about AI factories. Surely, they're intended to make products for people like you and me to buy - although they might be about something else entirely, as I didn't have half a clue what the article actually said.

 

[Bwaze]

You're not wrong, but you missed my point. The article is about AI factories. Surely, they're intended to make products for people like you and me to buy - although they might be about something else entirely, as I didn't have half a clue what the article actually said.

They are talking about AI “factories” whose product is AI, LLM computing power, not actual factories that produce physical products. So no, it’s only a silly name that produces out of place outrage, to mask the real issues.

 

[InVasMani]

I've picked up on plenty of coding stuff that the AI helped me figure out how to code scripts for. It can be a challenge at times to work thru debugging and testing, but usually it comes together eventually do more less do what you were hoping or up to a point depends on complexity of it all.

 

[Rightness_1]

At this point, NV is simply just generating it's own profits. They are masters of creating insane demand for a product almost nobody needs.

 

[Caring1]

If the small man is forced out of his job, and has no money, then who will buy all the crap made in those fancy AI factories? You can't build an economy around the unemployed. If AI takes over factory jobs, then factory workers will need new jobs, or a universal income to still be able to contribute to the economy.


AI replacing factory work is a good idea as long as society is ready to give up on the outdated idea of measuring productivity in working hours.

Yeah I saw the movie Elysium and saw how it all ends.

 

[AusWolf]

Yeah I saw the movie Elysium and saw how it all ends.

And I saw Star Trek.

If movies were real, we'd have flying cars and fingerprint entry into our homes by now (Back to the Future).

 

[Caring1]

If movies were real, we'd have flying cars and fingerprint entry into our homes by now (Back to the Future).

But we do, fingerprint readers/ locks are available at major hardware stores, and flying cars are real, just restricted due to aviation regulations and cost.

 

[Zaphod B]

There is no AI anywhere in the world. It is a marketing plot to gather money. People tend to call things like Stable Diffusion an AI.

The truth is this was shown about 30 years ago on german television. The name of the show was "Abenteuer Forschung". In that broadcast they showed a computer in a TV studio connected to a camera. On the black screen was green square consisting of a pattern of 8x8 minor squares. A guy sat in front of the computer which was connected to a camera. He held several objects on front of the camera. The computer then tried to recognize the shape of the object and then rebuild the shape in that 8x8 pattern. Then a text line appeared below the primitive shape where the machine wrote in text what it recognized. For example he held a lolly in front of the camera. Then the computer showed the primitive shape and then a text line saying "a lolly". After that he held a little plastic model of a tree in front of the camera and the computer showed the same shape as before and printed the line "a lolly".

This was about 30 years ago and the science guy in the studio claimed they where developing digital image recognition. Today we have the same technique in principal but only reversed. You can call that what you want but it is in no way an AI. It looks more impressive than it did 30 years ago on TV but it is only a computer program.

And now that Nvidia guy want to sell us hardware for billions and billions of dollars for "AI". I cannot laugh hard enough on this fraud.

And people worldwide are impressed, shocked and fearing AI will take their jobs.

Reminds me of the "Ferengi Rules of Aquisition" number 239: "Never be afraid to mislabel a product."

I just wonder how long it takes for Jensen to end up in prison for that.

 

[AusWolf]

There is no AI anywhere in the world. It is a marketing plot to gather money. People tend to call things like Stable Diffusion an AI.

The truth is this was shown about 30 years ago on german television. The name of the show was "Abenteuer Forschung". In that broadcast they showed a computer in a TV studio connected to a camera. On the black screen was green square consisting of a pattern of 8x8 minor squares. A guy sat in front of the computer which was connected to a camera. He held several objects on front of the camera. The computer then tried to recognize the shape of the object and then rebuild the shape in that 8x8 pattern. Then a text line appeared below the primitive shape where the machine wrote in text what it recognized. For example he held a lolly in front of the camera. Then the computer showed the primitive shape and then a text line saying "a lolly". After that he held a little plastic model of a tree in front of the camera and the computer showed the same shape as before and printed the line "a lolly".

This was about 30 years ago and the science guy in the studio claimed they where developing digital image recognition. Today we have the same technique in principal but only reversed. You can call that what you want but it is in no way an AI. It looks more impressive than it did 30 years ago on TV but it is only a computer program.

And now that Nvidia guy want to sell us hardware for billions and billions of dollars for "AI". I cannot laugh hard enough on this fraud.

And people worldwide are impressed, shocked and fearing AI will take their jobs.

Reminds me of the "Ferengi Rules of Aquisition" number 239: "Never be afraid to mislabel a product."

I just wonder how long it takes for Jensen to end up in prison for that.

Nvidia: "Look at our advancements in LLM!"
People: "Huh? LLM? What's that?"

Nvidia: "Look at our advancements in AI!"
People: "Oooh aaah!"

What a scam indeed!

 

[igormp]

You can call that what you want but it is in no way an AI. It looks more impressive than it did 30 years ago on TV but it is only a computer program.

Academic definition of AI has been a computer program since even before I was born.
Even that meme of a bunch of "if/else" being considered AI is actually true depending on the context.
I guess people just have high expectations regarding those words and hope to see something closer to AGI or what they see in movies instead.

 

[Paganstomp]

If money is all that you love, then that's what you'll receive. - Princess Leia Organa

 

[lambda]

I think people are getting too caught up in the wording of the article. No doubt the impact of "AI" on workforce will be negative.

All that said, the actual point of the article should have been automation. These newer developments in vision models and ML will lead to a massive push for automation.

Here's a good article covering most of it - https://semianalysis.com/2025/03/11/america-is-missing-the-new-labor-economy-robotics-part-1/

Lastly, it's not just about Nvidia, it's the way our corporate sector works, assumptions about never ending growth, profit above all else etc. It's not specific to Nvidia or even this sector of our global economy (look at healthcare and insurance, mining and resource extraction, education and job training etc.).