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  • I like how it mentions Nvidia and Microsoft as if this shit is an anomaly and it's actually profitable for the other guys and won't collapse we promise

    • Nvidia is in sell the shovels business, they'll be fine even if stock craters

      • With how hyped their stock price is right now, I'm not entirely convinced they would be fine if the bubble pops. Like, it's all made up Monopoly-money anyway, but if 90% of your valuation disappears overnight I feel like that might actually just rip all institutional money out of your company in an economic panic attack.

        • people use GPUs for real (not LLMs or making shrimp jesus pictures) shit, worse case scenario is there will be a firesale for gamers and unrelated machine learning companies to enjoy. Nvidia's stock will take a hit, but it won't kill them like it will kill hundreds of companies that went a little too all-in on LLMs.

    • Yeah like Lehman Bro’s. The only bad guys in the industry.

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