Since some times now the AI bubble is growing and its consequences with it, flash storage price increase, electricity went wild in some places, GPU… Don’t need to say anything sadly… NVIDIA became the most valuable company exceeding 4T

So when all of this will go crazy and grow to the burst? When does prices will go down and speculators rushing out of it?

Open question feel free to explain the wider you can, I’m not a financial so I’m really interested in some analysis of the situation :)

  • plactagonic@sopuli.xyz
    5·
    19 hours ago

    I would guess that it may already started to deflate a bit. The truth is that it will pop when the loans won’t be paid off so investors and banks starts to backtrack.

    I am not worried about Nvidia but cloud providers. The datacenters built to support ai won’t have much use when the customers (OpenAI…) will fold.

    I don’t care about what happens with OpenAI and other AI startups they probably don’t survive. Google, Microsoft, Meta… have enough money to lose so it will be bad for them but they will survive it. Hardware manufacturers see the writing on the wall and try to milk the bubble till it lasts so if they play it decently it won’t be big issue for them - they are probably the winners in this race whatever happens.