Depending on who you ask, we may have already reached the peak or local maximum for AI with current technology. In which case the investment hype might deflate.

Depending on who you ask, we may have already reached the peak or local maximum for AI with current technology. In which case the investment hype might deflate. But I would still be bullish in the long term for GPU manufacturing. Between blockchain, AR/VR, AI, and just cryptography in general - it seems like all the computing technologies of the future are heavily GPU dependent. Even if AI flops, it seems like something will come along and drive demand for GPUs.