They don't, akamai has had several outages as well jsut no one notices. Akamai is way way smaller than cloudflare, 20% of internet traffic passes through CF networks, not sure it's even measurable on Akamai.
Quickly Googling about, a commonly repeated figure is that Akamai served 15% - 30% of Internet traffic in the late 2010's. They probably have less of the market today due to others growing, but they're not a minnow.
2024 revenue figures were $1.669 billion for Cloudflare, and $3.99 billion for Akamai, per Wikipedia.
8T is the high-end of the McKinsey estimate that is 4-8T, by 20230. That includes non-AI data-centre IT, AI data-centre, and power infrastructure build out, also including real estate for data centres.
Not all of it would be debt. Google, Meta, Microsoft and AWS have massive profit to fund their build outs. Power infrastructure will be funded by govts and tax dollars.
There is mounting evidence that even places like Meta are increasing their leverage (debt load) to fund this scale out. They're also starting to do accounting tricks like longer depreciation for assets which degrade quickly, such as GPUs (all the big clouds increasing their hardware depreciation from 2-3-4 years to 6), which makes their financial numbers look better but might not mean that all that hardware is still usable at production levels 6 years from now.
They're all starting to strain under all this AI pressure, even with their mega profits.
"But we bought too many GPUs! We spent billions on infrastructure! They have to be put to work!"
right... none of them are saying that. They could probably use more GPUs considering the price of GPUs and memory are skyrocketing and the supply chain can't keep up. It's about experimentation, they need real users and real feedback to know how to improve the current generation of models, and figure out how to monetise them.
The comment I’m replying to is an example of one hallucination. Specifically that AI is being pushed because companies have too many GPUs when in reality they have too little. There are several other hallucinations in this thread.
This will need a separate blog post But when you give something for free, then you will run out of that resource. So yes, companies have too little GPUs to give their services for free, but too many GPUs for their paid services.
Just to be clear, are you asserting that every opinion in this thread that you don't agree with is due to the poster hallucinating, or only specific ones?
Do you have any evidence or well established theory to back up this rather extraordinary claim?
Because if you are honestly positing that numerous people around the world are literally hallucinating despise (statistically) not being under medical supervision, presumably continuing to drive, work, and make decisions, that would be a pretty urgent global health phenomenon that you really should be chasing up.
And at some point, the authorities best placed to deal with this hitherto unseen mass incapacitation might reasonably ask: what are the chances that multiple unrelated people around the world are experiencing such localised, hugely specific breaks from reality causing them to express reasonably common opinions on an internet forum, rather than the inconsistency being on the end of this one person who doesn't agree with them?
That's a fair point! We were aware of onnx, but felt it was okay since they are very different products so we felt that there wouldn't be too much confusion (people generally know which onyx/onnx they are looking for).
You're almost literally in the same ecosystem, it's not like one is a Chat UI for LLMs and the other a super market, but a ecosystem of open source machine learning software, libraries and tools. That the pronunciation is identical makes it untenable, you really need to reconsider the name, discussions in person will get confusing.
I don’t feel like anything really changed? Fairly certain the prices haven’t changed. It’s honestly been pleasantly stable. I figured I’d have to move after a few months, but we’re a few years into the acquisition and everything still works.
Akamai has some really good infrastructure, and an extremely competent global cdn and interconnects. I was skeptical when linode was acquired, but I value their top-tier peering and decent DDoS mitigation which is rolled into the cost.
Guess you came for the hot take without actually using the service or participating in any intelligent conversation. All the sibling comments observe that nothing you are talking about happened.
Snarky ignorant comments like yours ruin Hacker News and the internet as a whole. Please reconsider your mindset for the good of us all.
Market consolidation generally being bad for consumers and workers is not a hot take at all. Maybe you should reconsider your holier-than-thou attitude.
I'm being pydantic, "So unlike the thermostat in your house, which doesn’t have to contend with any other control systems, all of the governors of the mind have to fight with each other constantly.", but what about automated blinds, self tinting windows, automatic skylights, humidistats, and humans open and closing windows.
It's also important to note that other control systems in the body that affect control systems in the mind, eg. endocrine.
as a car guy and software engineer I just want to say car's need way less software, way more separation of concerns, more standardisation and more open platforms, but most of the money is made on service, so the manufactures are incentivized to make closed systems.
Not necessarily less software, but more open software. There's been a lot of legal action around "right to repair" recently - I think there was a major decision regarding John Deere tractors a few years ago. But honestly, when it comes to cars, I haven't seen any significant decisions. I hope I'm wrong. Not 100% sure.
Obviously I don't expect you to watch all of this but to have the lights working you need to program a computer to do so. This guy had problems just sourcing the right "module", then it has to be programmed. The car is basically an ornament until they fix it. This vehicle is about 20 years old and seems to be in reasonable condition for its age and would otherwise be perfectly fine to drive on the road. Now he is lucky to be friends with a guy that has access to the BMW software and has decent knowledge of how the software works.
Contrast that to my 1994 Land Rover Defender. There isn't a computer in it at all. The most complicated electronics is probably the wiper circuit and (which is partly mechanical). To fix electrical issues you use a multi-meter and adding/removing fuses. My toolbox is spanners, screwdrivers, socket set and a multi-meter. I managed to fix my vehicle in a car park at 11pm, with no prior experience of repairing this vehicle.
If you want things to be able to be repaired by normal people they have to be simpler and typically that means everything has to be modular with a well define spec or easily reproducible for a person in his shed with easily available tools. The trade off is that it won't be refined.
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