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 :)

  • HaraldvonBlauzahn@feddit.org
    4·
    1 month ago

    Think of Nvidia GPUs as generic infrastructure like roads: You can use a road to transport all sorts of things using all sorts of vehicles.

    Not if it turns out that it is not economical to build and maintain that kind of roads. And this is exactly the assessment and why it is called a bubble.

    And of course, like you can use “classical AI” to solve the traveling salesman problem, play chess, find optimized subway connections, or recognize speech and handwriting, there /might/ be some useful applikations for newer algorithms and GPUs. Though the main application is to produce textual slop, which has little value.

    For example, Linus Torvalds thinks AI might in future possibly help to find some bugs in human-written computer software. That could make its value similar to address sanitizer or valgrind. No, these two are not billion dollar companies.