If you are talking about GPUs being only a small share of the overall total sum, bad news that the supporting infrastructure is also to a large extend tailor made for that very narrow use case. No one else will need such huge data center facilities designed specifically for GPUs, that includes also the non GPU components. And the infrastructure is the only thing of substance of this bubble. The models aren’t it. Open weight models are on the heels of the closed models. As soon as they are good enough for common applications, the business case for charging billions is slowly evaporating.

You are also mistaken, I am not worried about GPUs. I am merely stating that they and their server infrastructure (which is tailor made for them) are rapidly getting obsolete equipment by their nature and while the clock is ticking they are largely not even being used. This is fundamentally different from the dotcom and railway bubble.

Both rail and communication infrastructure lead to some useless connections but much of it was no useless, in both cases. GPUs are not bolted to the ground but they do become obsolete no matter if you deny it or not. The issue is that the real costs is in using GPUs is very different from these previous bubbles. Those obsolete GPUs will cause much higher operating costs than newer generations, to the point where they won’t be interesting to use even if you gave them away for free. To make matters worse, other infrastructure is much more flexible in its use, one can transport all sorts of things on railways, one can send all sorts of data on communication infrastructure. Those specialised GPUs aren’t very useful for anything other than a fairly narrow use case.

I think you do not fully appreciate the crazy amounts of GPUs we are talking about here. China has no massive real shortage of GPUs. They managed to get black market GPUs more or less directly from Nvidia just fine. Nor are European universities IT wastelands without compute capabilities. But even if they’d go crazy on expandig compute infrastructure with outdated power hungry GPUs, that would be barely more than a drop in the ocean. Nvidia does have to resort to circular financing to keep the boom cycle accelerating, with GPUs going just to some storage facility if they exist at all. That is not how healthy demand looks like.

France is really serious about it. That is great for the entire EU. Even if most EU countries are still far too complacent, France is currently creating alternatives, doing the hard work, so that alternatives and real world expertise will exist in a few years, when the rest suddenly figures out that the roof is burning.

I don’t claim I know when the correction will happen but I wonder what massive alternative demand you see for the mountains of highly specialised server gpus in storage that will be obsolete in maybe 3 years time? For many of them that means likely before they will ever be turned on. The dotcom bubble created infrastructure that was, largely, not obsolete when the bubble bursted and made a lot of sense to salvage. That is a fundamental difference to inference infrastructure.

If you want to be better than that, look for cars with LFP battery. They tend to be used in the less expensive cars and in lower capacity configurations. Their carbon footprint is roughly half of the regular NMC batteries and the only mined metal they need is iron and no zink, mangan or cobalt are needed in their chemistry.

That and try to use renewable energy, eg with home owned photovoltaic. If you do all of that, the break even is way before even 2 years and life cycle CO2 footprint is only a fraction of an ICE vehicle.

Pretty insane how well that disinformation works. If you are worried about nickel, mangan and cobalt, just get a car with an LFP battery, which doesn’t need those heavy metals (it is based on lithium and iron phosphate). The only other critical resource in appreciable amounts is neodynium for permanent magnets. We are talking about 1-3 kg per car.

If you think that makes EVs worse for climate or environment than ICE vehicles, think again.

Mistral has recently shown a good trajectory of improvement. It is already an important thing that there is a European mid range open weight model that can compete. (Frontier models need a lot more resources, it is important to compare apples with apples) This is good enough for many applications were data security and sovereignity are prime concerns. Of course, it would be good to have a frontier model, lets see how Large 4 will perform when we get there.

Mistral Medium 3.5 isn’t that far behind comparable current open weight models.

Who knows? That is either just an excuse to protect that illegal facility of an oligarch or they are really using that facility to target girl schools in Iran.

Kallas? I did not see that coming. Time to reevaluate.

No.

It is generally thought that official token price is breaking even, at best. Maybe it is not even doing that. The worth of the AI usage has nothing to do with those costs and is likely much lower. So far there is very little done on understanding actual value of AI use though.

I am not saying you are wrong, just that the above statement can be correct at the same time.

Yes, but what good is that if 100 USD more is still losing tons of money.

What the SVP wanted to get adpoted would force the end of freedom of movement with the EU if population in Switzerland only mildly increases (even if that were to happen purely due to domestic population growth btw). In that case there are guillotine clauses that would automatically kill major treaties with the EU, including the one on being in the Single Market. This is pretty much automatic, as Switzerland would violate the conditions based on which it is part of the Single Market and one-sidedly significantly change the deal. Freedom of Movement is, after all, a majory pillar of the Single Market itself.

Switzerland is in the EU’s Single Market and has other important agreements in place with the EU. A key reason for that referendum was the SVP’s ambition to force Switzerland out of the Single market. They can’t get the Swiss to agree to that so they try it in hidden ways, this time with playing the anti-foreigner card, while not mentioning that this is designed in reality to force Switzerland out of the Single Market. So yes, this referndum had a lot to do with the EU. The majority of Swiss voters was not fooled though, again. But also this time, the SVP will not take no for an answer and will try again, with a different construct.

If France is facing tariffs, the EU is going to respond. That is playing trade war on “stupid” mode.

The SVP sold it as anti-foreigner thing but it was really about forcing Switzerland out of the Single Market, a Swiss eqivalent for Brexit. Again. The SVP doesn’t take no for an answer.

You can export your contacts and settings and import them in another browser with a few clicks. I am not sure what energy is needed for that but use whatever you prefer.

True, that’s why I did not even bother to mention it ;)

You are using a derogatory term for cars that are great choices for many. Even if those cars are not suitable for your requirements it just puts you in a certain light.

There are indeed not a lot of MPV EVs on offer, I guess, car producers really want to push people into more profitable, less useful SUVs instead. But then VW has been killing the Sharan also among ICE vehicles. So this isn’t even an EV problem.

The best best for your requirement is maybe still the Toyota Proace City Verso L2 50 kWh. AT 40000 EUR it is also somewhat reasonably priced for a van with 5-7 seats. It has a central screen but it is rather conservative as far as modern cars go. Yes, it is a full Van rather than a compact Van but like I said, producers really don’t want to produce those anymore.