GPUs have a lifespan of 3-5 years. The fact that it's physically impossible for big tech companies to turn a profit on their trillion dollar AI GPU investment before the hardware burns out is going to cause a financial crisis. It doesn't matter what AI's future capabilities are going to be: it's impossible for these companies to recoup their investment on the GPUs ***they have already bought*** before they burn out. Hopper GPUs have 2-3 years left, and Blackwell GPUs have 3-4 years. Tons of financial institutions are all-in on AI, and they are going to have their entire investment depreciate to zero. The massive amount of money that has been poured into AI hardware is going to evaporate into nothing as these GPUs reach the end of their lifespan, and it's going to break the entire US economy worse than the housing bubble in 2008.
>GPUs have a lifespan of 3-5 yearsWhat percentage of GPUs do you estimate will die by year 3, year 4, year 5, etc?
>>61251193>lifespan of 3-5 yearsthat's...false
>>61251266GPU lifespan is workload-dependent, and the harder you use the GPUs, the faster they burn out. These companies are running their GPUs full-throttle 24/7 under heavy to load to train and serve their AI models, and they're going to start burning out soon. The same thing happened with cryptominers burning through their GPUs.
>>61251350>>61251193can you do anything with the bricked GPU or is it completely unfixable / unscrappable
>>61251193It may be worth noting that a lot of these recent partnership announcements may not amount to anything.Those I looked at had "up to" phrasing for the invested amount, were pending finalization at the time they were announced, and were unrealistic for many reasons (not just from a funding perspective, but also things like electricity limitations).So a lot of these roundtripping deals seem to be designed to pump and dump stocks in the short term and will be discarded at a later time. That's not to say there are no problems with the AI bubble, but you cannot just take all of these numbers at face value.
>>61251358All you guys do is refurbish with a little solder it's fairly simple to do at home if you have basic knowledge of how electronics work
>>61251358The housing, board, and other large components like fans are still usable, but the chip is basically e-waste at that point, and those are the expensive part. We're talking about defects at the level of a few dozen atoms, you're not going to fix it, you have to make a new one. The raw materials you get out of the ground to make them aren't that expensive per unit, but the process of making them into a chip (more specifically, a wafer) takes a lot time and labor, is error prone, you often end up with a lot of duds, and there's only so many machines in the world that make them, which are already running 24/7 and still failing to keep up with demand. The whole industry is running on borrowed time.
I believe in the AI bubble popping. It makes sense when you say it. Hypothetically what stocks could benefit from the downfall or is it all down from there? For example you might think that energy is a safe bet because of the power hungry gpus and the growth of "data centres" for Ellison and his clique. Is that all off the table?
>>61251193The only issue I have with this argument is that it's entirely possible that AI becomes a national security issue, which means it will be propped up until the system no longer can. and therein would lie the true race: its one of endurance to see who can maintain the race the longest, and it's winner-take-all. If that's the case then the only choice is to buy into the machine and prep for what happens if we don't win.
>>61252099why would generating videos of obese squirrels become natsec
>>61252099>and it's winner-take-all.The prize is a deep fake thoughThe elite, at least this side of the pond, are propping it up as the cure to all their ills and from their standpoint it has to be. I mean can you imagine trying to convince the people you've been shafting for the NWO to support your corruption? We're getting to the point where only machines canThen again they might be so dumb that they go in on this
>>61252123You have no vision, very likely literally afantasia
>>61252123Top kek glad to see someone on my wavelengthIn fairness I think it was Watson AI that was trialled for doing the work of a junior lawyer and translators are seething so its not as if people won't be turfed out of the workspace>lets import 880,000 indians a year to Canada just in time to make all these bullshit jobs redundant If I didn't know better I'd say they were trying to run us into the ground. In such a scenario would it make sense to hold ANY stock?
>>61252134>The push for UBI and "own nothing and be happy" is good economicsDon't be surprised when some poor bastards without any of this shit eat our lunch
