This could hasten the popping of the AI bubble, which some experts like Pat Gelsinger say is still several years away . But if and when that happens, we will be in for a shock as even non-tech companies would be hit by this collapse , exposing nearly $20 trillion in market cap.
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Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
darknightgarden It's all useless slop that useless people a.k.a shareholders think is useful People need to see how far these kinds of people are willing to go to achieve their goals, they've sacrificed their humanity because they care about money over people and the environment Reply
jp7189 Regarding GPT5 in your pocket, not anytime soon. These large datacenters will still have a place. Even if when a mobile phone arrives that can run gpt5 distilled down to e.g. 4 bit precision with results that are 80% as good, people will continue demanding that last 20% at a premium. E.g. a datacenter model at higher precision and parameter count. Reply
jp7189 How long until a place is found with 0 red tape to drop SMRs. SMR for power, river water for cooling, starlink for connectivity = massive tax revenue and exploding economy. Reply
hotaru251 jp7189 said: Regarding GPT5 in your pocket, not anytime soon. These large datacenters will still have a place. Even if when a mobile phone arrives that can run gpt5 distilled down to e.g. 4 bit precision with results that are 80% as good, people will continue demanding that last 20% at a premium. E.g. a datacenter model at higher precision and parameter count. at the point a phone can do that your gaming pc would do full model good enoguh and for less than cost of subscribing to use a datacenter…heck there is already business of selling peopels random compute for use by people who will pay for it. Reply
ZephirDX jp7189 said: How long until a place is found with 0 red tape to drop SMRs. SMR for power, river water for cooling, starlink for connectivity = massive tax revenue and exploding economy. Drill baby drill for that hype! Screw ppl's actual livelihoods and that annoying red tape protecting them. Drive their electric prices through the roof! F them all I gotta have my personal digital yes man keep telling me how awesome my ideas that never actually materialize are. You tool bag. Reply
cball And yet: https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-for-startups-exec-says-my-whole-job-is-begging-for-gpus-its-been-that-way-since-2020-says-that-ai-bubble-doomsters-are-deludedThe post on x was deleted now, this guy probably don't want to contradict his boss. Reply
trica Nvidia fixed the GPU shortage? Amazing! So when can I expect a 5090 on the shelves at less than "screw you and your whole savings account" prices? Reply
Forge64 trica said: Nvidia fixed the GPU shortage? Amazing! So when can I expect a 5090 on the shelves at less than "screw you and your whole savings account" prices? Never. Nvidia likes things the way they are, they are building the top end without any restraint, and charging whatever they want, and people are paying it. That won't go away any time soon, maybe ever. The first steps down this road were the Titan models. Now X090 = Titan, with tons of stupidly expensive ram and chips that can literally warm up your house. The X080 cards are what Nvidia would have been selling 10+ years ago as the top model. Reply
ekio These people really live on a different planet… They have enough money to buy 50k gpu by 100000s but they can’t install them. In the mean time the average American struggles with their groceries…. Reply
Tonet666 Hmm. Bill Gates now doesn't believe in global warming, what a coincidence. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in#main
- https://www.tomshardware.com
- NVIDIA Launches BlueField-4: The Processor Powering the Operating System of AI Factories
- NVIDIA AI Physics Transforms Aerospace and Automotive Design, Accelerating Engineering by 500x
- Apple's MacBook Air M4 is now down to $799 — you're unlikely to find a better laptop deal within this price range
- PewDiePie goes all-in on self-hosting AI using modded GPUs, with plans to build his own model soon — YouTuber pits multiple chatbots against each other to find
- GPU overclocker uses chilled car antifreeze and pond pump to push Intel card to sub-zero temps, sets world record — 'TrashBench' sets GPU benchmark record at -1
Informational only. No financial advice. Do your own research.