2025-12-31 00:27:41

The valuation of computing resources may be bubble-like, and there's no denying that. But even if demand is overestimated, the pursuit of low latency and energy efficiency improvements will not stop—in fact, it will accelerate.

Massive computing power, low latency, and high efficiency are the standard requirements for future AI systems. As models become more complex and inference costs rise, the market's desire for optimization solutions will continue to grow.

The AI landscape in 2027 looks to be more aggressive than current predictions. Every day is increasing the likelihood of this.

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DAOdreamer

· 4h ago

Fads are fads, but the underlying demand really can't be ignored. No one can bypass low latency. I agree, even if the market is artificially inflated, it doesn't change the essence of the hardware arms race. 27 years really need to be more aggressive than now... We might have underestimated the speed of computing power iteration. This logic makes sense; the demand side is genuine, and money spent won't be wasted. But to be honest, who can take the lead in breaking through efficiency improvements is really the highlight.

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Layer2Arbitrageur

· 4h ago

yeah so bubble or not, the infra stack still needs optimizing. gas fees aren't going away just because we're bearish on valuations lol

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MEVSandwichVictim

· 4h ago

Foam is foam, but the underlying demand is still there --- Computing power competitions are dead, but that just proves the direction is right --- Low latency is indeed a necessity, not hype --- By 2027, current predictions will probably seem too conservative --- Cost optimization is always the real challenge and will never become outdated --- The track is fine, it all depends on who can survive until that day --- Anyway, models are getting bigger and bigger, no one can escape this cycle

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WhaleWatcher

· 5h ago

Foam is foam, but the underlying demand really can't be ignored. That's why I am optimistic about the hardware sector.

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