What does it take to pop this bubble? So many people are calling it a bubble but what actually makes it pop?
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I have been wondering the same thing. Since we have a bubble called TSLA that still hasn't popped, that I know of. And "AI bubble" seems a much more diffuse and hard to define concept, in comparison.
🎼You can't stop, techno pop 🎷🎹
This is a great question. Eventually the companies must run out of gullible investors, right?
The sad thing is those GPUs are in specialized boards with specialized servers and cooling, and not really good at the kind of work consumers would want it for, assuming you could even get drivers. So most all of those GPUs will realistically get scrapped if the bubble pops.
Maybe we'll see the EPYC CPUs get sold secondhand at least, those are socketed.
I understand the failure rates for the GPUs is huge. The duty cycles tend to be high, with power and cooling issues.
(Actually the power issues are wild and can destroy power distribution and generation equipment. "Power Stabilization for AI Training Datacenters" 21 Aug 2025 https://arxiv.org/pdf/2508.14318)
There are plenty of these, yes. But there are also plenty of consumer-grade GPUs being used for it too.
Datacenters and GPUs will be sold for pennies on the dollar, both due to an incalculable used supply, as well as plummeting demand due to the inevitable economic depression.
will NVIDIA suffer from the pop, if they invested 100bn they expect ROI TWICE AT LEAST BACK.
I mean AI has been doing what its been doing without much porn so far. Im pretty sure it will shift to that. Its what has pushed every technology before forward.
The future is AI powered uncensoring of JAV. It's already started anyway.
You just aren’t going to the right websites.
oh I know there is some but many of the official ones don't do it but they will. oh yes they will. thats right. you know what I like. you need the money.
I'm all fine already with my RX 6400.