Not necessarily.
It depends on cost and performance. They've spent an insane amount of money to get things to where they are now, and they'll have to spend slightly less insane amounts of money to replace what we have now with what's newer and cheaper.
In looking at the financials, which is to say the bottom line, the questions arise: When will AI make a profit? How much will that profit be? How long will it be before investors see a penny in returns? How long will it then be for investors to even RECOVER what they invested (no interest, no profits above that)?
There's been a lot of promise with absolutely no hard cash being delivered on those investments.
Considering that roughly two trillion dollars have gone into this still highly unprofitable endeavor, my thought about this kind of bullshit is "too little, way too fucking late".
What they're PROBABLY looking at is token cost. If air-cooling is going to be cheaper, and then help get the cost per token into the black, then yeah, that's their sole motivation. But that's not a guarantee, especially with the extra capital they need to replace the hotter chips and all that infrastrucure with new ones - or just build new data centers from scratch and apply the design in the build.
This sounds like an accommodation to a problem that the AI companies probably can't afford to do without more VC funding. And that lake is getting drier and drier as time goes on.
