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I'm AI-positive (now), but yes this sounds like a chip bubble. NVIDIA seem to be good at chasing these bubbles -- first crypto mining, now AI. It wouldn't surpr
by dboreham 2y ago
I'm AI-positive (now), but yes this sounds like a chip bubble.
NVIDIA seem to be good at chasing these bubbles -- first crypto mining, now AI.
It wouldn't surprise me to find one of the major buyers is a speculator (hedge fund led by crypto bros, for example).
- findthewords 2y agoI've seen gluts not followed by shortages, but I've never seen a shortage not followed by a glut. - Nassim Nicholas Taleb, Twitter, 2021-09-11 https://x.com/nntaleb/status/1436776641536090117 https://x.com/nntaleb/status/1436776641536090117
- cdchn 2y agoI'm crypto bearish and AI-neutral but it seems less to me like NVIDIA chasing bubbles and more like new and interesting applications for the type of compute that NVIDIA offers keep emerging.