How much longer until the AI bubbles pops? I’m tired of this.
It’s when the coffers of Microsoft, Amazon, Meta and investment banks dry up. All of them are losing billions every month but it’s all driven by fewer than 10 companies. Nvidia is lapping up the money of course, but once the AI companies stop buying GPUs on crazy numbers it’s going to be a rocky ride down.
Is it like crypto where cpus were good and then gpus and then FPGAs then ASICs? Or is this different?

Wildly different, similar in that ASIC was tuned to specific crypto issues, everyones making custom silicon for neural nets and such.

I wouldn’t plan on it going away.