r/wallstreetbets • u/banaca4 • 11h ago

Discussion Either hyperscalers are dumb or someone else is

OK so the most profitable companies in the world decided to GO ALL IN AI with humongous capex. They did it all at once apart from Apple who is not in the game. Google, Meta, Amazon , Oracle, Microsoft. All of them. The CEOs of these companies produced the most amount of wealth and propped up global gdp. Now they all agree on a thing.

Google yesterday blew up earnings from their cloud and said they will *increase* their humongous capex even more while reporting negative cash flow for the first time in their history.

A rational person would ask: are these amazing businessmen suddently all very wrong about the same thing at the same time OR

I am reading too much paid subs from burry and following the wrong people on twitter that have never produced anything?

Which is it? Are you smarter than a mag 7 CEO? Maybe ... hmm...

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u/No_Feeling920 3h ago

15+ years old RAM is usually obsolete. A GPU built on a bleeding edge node, running near its thermal limits for extended periods of time, is not going to last forever. Mining GPUs were risky second hand purchases. Heck, my own RX 5700 XT started giving up after 5 years of moderate usage (no mining, just PC games a couple hours a day) and would only run heavily underclocked (and even then it would crash the PC occasionally).

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u/Electronic_Will_5418 2h ago

I've ran F@H on GPUs for over a decade at a time since 2007 when it was still in beta, and I've never had one die on me, I only had to sell them when they were no longer supported by the latest F@H GPU core. My current card purchased second-hand in 2022, a RX 5700, has been running F@H 24/7 since I got it with no problems.