If you are talking about GPUs being only a small share of the overall total sum, bad news that the supporting infrastructure is also to a large extend tailor made for that very narrow use case. No one else will need such huge data center facilities designed specifically for GPUs, that includes also the non GPU components. And the infrastructure is the only thing of substance of this bubble. The models aren’t it. Open weight models are on the heels of the closed models. As soon as they are good enough for common applications, the business case for charging billions is slowly evaporating.
You are also mistaken, I am not worried about GPUs. I am merely stating that they and their server infrastructure (which is tailor made for them) are rapidly getting obsolete equipment by their nature and while the clock is ticking they are largely not even being used. This is fundamentally different from the dotcom and railway bubble.
In a $10 Trillion bubble, what percentage, exactly, are the GPUs you’re taking about?
Is it 10%? Are there a Trillion dollars worth of GPUs you’re worried about? Or less?
If you are talking about GPUs being only a small share of the overall total sum, bad news that the supporting infrastructure is also to a large extend tailor made for that very narrow use case. No one else will need such huge data center facilities designed specifically for GPUs, that includes also the non GPU components. And the infrastructure is the only thing of substance of this bubble. The models aren’t it. Open weight models are on the heels of the closed models. As soon as they are good enough for common applications, the business case for charging billions is slowly evaporating.
You are also mistaken, I am not worried about GPUs. I am merely stating that they and their server infrastructure (which is tailor made for them) are rapidly getting obsolete equipment by their nature and while the clock is ticking they are largely not even being used. This is fundamentally different from the dotcom and railway bubble.