Now, I expect that these companies will get better at recovering from these unexpected increases in load as they gain experience with the problem. Because of capacity constraints with those pricey GPUs, they can’t always scale their way out of these problem, but they can redistribute resources, and they can get better at load shedding and other sorts of graceful degradation to limit the damage of overload. And I bet that’s where they’re both investing in reliability today. At least, I hope so. Because this problem isn’t going to go away. If anything, I suspect their loads will become even more unpredictable as people continue to innovate with LLMs. Because AIs don’t seem to do any better at predicting the future than humans.
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