The idea that the world will ever have enough compute is ridiculous. I'm sure all of this sudden growth will need to be digested at some point, but that won't mean the industry will permanently lose a big chunk of its market cap.
adidoit · 1h ago
Amazing how high expectations were that a 56% jump in sales still led to a 3% drop in the stock.
It's very clear that the ramp for GPUs continues.
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andy_ppp · 15m ago
I can’t wait for how cheap compute will be during the inevitable AI winter.
techpineapple · 1h ago
Wouldn’t this be a lagging indicator?
kirito1337 · 1h ago
It will slow down, wait for it.
laughing_man · 1h ago
There seems to be no limit to the size of this bubble.
mocha_nate · 5m ago
i really only started hearing about AI bubble this year. with the housing bubble, people were talking about it in 2005 and it took years for it to finally break. maybe AI bubble is the same
blizdiddy · 1h ago
Boom and bust capitalism is completely orthogonal to AI as a technology. Capitalists are sociopathic opportunists that exploit every aspect of life, that doesn’t have anything to do with AI.
Housing bubbles existed, we still use houses. The dot com bubble existed, we are still on a dot com.
tenuousemphasis · 8m ago
What makes you think the capitalists won't train a capitalist AI?
It's very clear that the ramp for GPUs continues.
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Housing bubbles existed, we still use houses. The dot com bubble existed, we are still on a dot com.