4 ms·
Is this not expected? Every hype encounters a “Trough of Despair”. I think costs need to decrease dramatically before the current state of AI is worth the money
by blindriver 2y ago
Is this not expected? Every hype encounters a “Trough of Despair”. I think costs need to decrease dramatically before the current state of AI is worth the money that is being dumped into it. Both in terms of GPU costs and electricity because it’s insane.
- cj 2y agoWhat boggles my mind is: what happens to Nividia’s 3T market cap if GPU costs come down by 10x or 100x? Will there be 10x or 100x increase in unit sales volume needed to offset the price decrease while maintaining their 3T market cap? I really wish there were an easy way to remove Nivida from my (mostly passive ETF) portfolio. I started purchasing NVDA puts simply to protect gains on SPY holdings where I simply want to reduce my Nividia exposure.