As the AI market continues to balloon, experts are warning that its VC-driven rise is eerily similar to that of the dot com bubble.
The best way to make money in the gold rush was selling shovels.
Same idea here. Nvidia is making bank.
And that’s before you even point out that they were also making bank from the last gold rush
Good time to be in the GPU business
If nvda selling shovels, what is tsmc?
selling steel
Where’s all the “NoOoOoO this isn’t like crypto it’s gonna be different” people at now?
I can derive value from LLMs. I already have. There’s no value in crypto. And if you tell me there is, I won’t agree. It’s bullshit. So is this, but to a lesser degree.
Mint some NFTs and tell me how that improves your life.
In a few months there will be a new buzzword everyone will be jizzing themselves over.
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If it crashes hard I look forward to all the cheap server hardware that will be in the secondhand market in a few years. One I’m particularly excited about is the 4000 sff, single slot, 75w, 20GB, and ~3070 performance.
I figured the gear they were using was orders of magnitude heftier than those cards. Stuff like the h100 cards that go for the price of a loaded SUV.
