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Comment Still smells bubbly (Score 1) 55

> And no the bubble isn't going to pop.

It's smells more bubblier over time. Sales of AI services are not self-supporting the hardware and infrastructure needed. AI usage numbers are based on the heavily discounted services supported by investors and market-share fights. These subsidies cannot last forever. Users will be more judicious with AI use when they have to pay real prices, and the market will realize it over-built.

Investors are pricing in big breakthroughs, and if these don't arrive, the existing stacks are financially hosed.

Comment Wait..what?? (Score 3, Interesting) 65

its new, unnamed virtualization software is incompatible with Veeam

So, being as Veeam supports Hyper-V, Proxmox, Nutanix, Red Hat, and XCP-NG is supposedly coming within the next month or two...what could they have POSSIBLY moved to, and why the hell did they walk past all of those other products to do it?!

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