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 :)
Good question. But technology always finds ways to eat up resources. I mean we’ve come from computers with few megabytes of memory and slow internet connections to several Gigabytes of memory and Gigabit internet connections, smartphones with double the processing power every few years and they roughly do the similar things in a lot of aspects. Call, text, office work, surfing… We had those very same things in the early 2000s with a fraction of the resources… Oh well, and we’ve gained some awesome new things like smartphone cameras or video streaming. I guess we’ll come up with use-cases. Question is just who is gonna afford to pay for operation and electricity. Compute is going to become way cheaper once the taxpayer and people ate the investment losses and the hardware is paid for. But operation costs a pretty penny so I think I still don’t have any idea about profitable use-cases given the scale of it all…