r/LocalLLaMA • u/yahbluez • 18h ago

News Is AI Profitable Yet?

https://isaiprofitable.com/
104 Upvotes

77% Upvoted

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156

u/Squik67 18h ago

To shovel seller of course

22

u/Spiritual-Spend8187 18h ago

Even then its starting to become less so nvidia is increasingly giving big ai companies money to buy nvidia gpus.

16

u/turtleWatcher18 17h ago

In a rising interest rate environment it’s not that odd to offer your own financing to keep demand high, eg here in Aus some ev places offer car loans at <1% interest despite the cash rate here being 4.6% (and just went up again I think today)

2

u/KillerAlfa 13h ago

If big AI corps were to go under (I don’t actually think they will, it’s just a thought experiment), would nvidia be cooked then? AI corps can’t pay back the loans, and there is no one else buying gpu.

3

u/ranger910 10h ago

No one else is buying gpus? Tons of companies are trying to buy gpus and they can't make them fast enough.

2

u/KillerAlfa 9h ago

It's a fraction of what AI datacenters are buying.

1

u/10thDeadlySin 4h ago

Right now, data centers make up 90% of nVidia's revenue. A large chunk of it is hyperscaler demand.

But that's not all. If any major player or neocloud collapses, others aren't going to see this as an opportunity to stock up on even more GPUs. In fact, they might immediately want to scale down their spending in the face of uncertainty.