alt.hn

2/25/2026 at 5:20:32 AM

You Can't Buy a Data Center

 https://timlig.com/posts/ai-supply-chain-crisis/

by anujsharmax

2/25/2026 at 6:39:37 PM

128 to 210 WEEKS for power transformers. You can fab more GPUs in 18 months but the electrical infrastructure to run them takes 3-4 years and there are maybe a handful of manufacturers. Feels like the stories from the telecom fiber overbuild of 2000 except this time the supply chain can't even overbuild if it wanted to.

by 7777777phil

2/25/2026 at 9:27:13 PM

I miss good’ol pre-LLM days so much

by ekropotin

2/25/2026 at 12:39:26 PM

Will we see people being paid to host small single-GPU servers in their home ? I guess that would require redesigning the training system because the data transfer speed would be much slower with a higher latency. Maybe that is not even compatible with LLM training ?

by gdevillers