He can fallback to selling GPUs for gaming if AI bubble burst. Other AI companies can't, however.
He should be selling cabbage at a food market at best.
>>108467302>bubbleThere’s no bubble
>>108467302Nvidia's evaluation will tank. They'll suffer a lot more than you think they will
>bubbletwo weeks
>>108467314I am starting to believe it. LLMs got insanely good at coding in recent months. it's not even remotely similar to what we had 1 year ago. it's over.
>>108467314>overinflated investment>no returns>somehow not a bubble
>>108467314>bubble>6 trillion in on 6 billion of revenue with annual 12 billion dollar lossesYou're right. It's not even a bubble. It's a deliberate cash burn to vacuum covid printing out of the broader economy.
>>108467391it's all fake money like tesla's stock
>>108467302>Fall back on gaming>90 % AI datacenters incomeLol. Lmao even.
>>108467456>datacenters incomeDatacenters are going to zero when vc money runs out. Nobody is going to pay $5000/mo per retard chatbot seat after the subsidies drop.
>>108467302Why not? They can just let ai write linux vulkan driver
>>108467302>>108467391Literally all this greedy gook has to do is raise the dividend
>>108467450yes but the power and hardware needed to train these models is real, and someone has to pay for it eventually
which lightbulb companies have a candle business they can fall back on if people stop using electricity?
>>108467411>scale from burning 1 billion a month to 20 billions a month>oh god the models can now make a crud app>market the fuck out of it quickly>cut usage and lobotomize it back to 1 billion a month>gaslight users>(never lol)profit?>repeat until it pops
>>108467302why do you have no idea how small the GPU market is for gamers? its barely a few hundred million a year, its nothing.
>>108467587what if they find a way to run those models cheaply?
>>108467594yes?nvidia's valuation just has to shrink 20x back to where it was pre-bubble
>>108467314Not a single AI company has made a profit, not one. The entire market is all speculation, it’s the dotcom bubble but somehow even more retarded. These people are spending tens of billions on data centers that are going to be obsolete before they even go online, and this isn’t even touching on the fact data centers are massive cash sinks with zero revenue. Does a data center have employees? No. Does a data center have tenants? No. Does a data center create jobs? No. The only thing data centers do is take up space and drive businesses and homeowners away, they’re a net drain on the real estate market.
>>108467600Everyone on earth would need 2 bonzai buddy 2.0 subscriptions to pay the interest on what's already been spent. This was a controlled economic implosion just dressed up enough to dazzle the "i heckin love science" retards and boomers that think cat videos are a miracle.
>>108467612That’s the funniest one to me, openAIs burn capital is so outrageously high they’d need to make a debt offering somewhere in the realm of 120 BILLION to even come close to turning a profit in the next 6 years. No one has that kind of money so their IPO is destined for failure. When these companies start tanking they’re gonna drag the entire world economy down with them.
>>108467600>what if they find a way to run those models cheaply?then the models are low weight enough to run on your pc so you dont need to pay a subscription to use it anymore.
What can all the GPUs (Vera Ruben, etc) that companies are buying by the thousands do once society gets sick of AI, reject it fully and they cost way more than they'll ever earn to run? What else could use that much compute? Bitcoin mining, lol?
>>108467649>What can all the GPUs (Vera Ruben, etc) that companies are buying by the thousands do once society gets sick of AI, reject it fully and they cost way more than they'll ever earn to run?>What else could use that much compute? Bitcoin mining, lol?there will be so much memory and unused cpu help by billionaires that piracy will be made legal just to find something for these data buildings to do.
>>108467649cloud computing won't be affected by AI collapsing, they'll carry on pricing consumers out until there's no such thing as a personal computer any more
>>108467649Well the good news is these GPUs won’t flood the market…because they don’t exist. The entire talk about buying thousands and thousands of nvidia GPUs is they’re buying the RIGHTS to purchase them when they actually have the stock. Problem is nvidia doesn’t have the stock and probably never will. The extreme overvaluation of nvidias stocks is a major contributor to the AI bubble, and a lot of that has to do with them promising GPU stocks that simply don’t exist.
>>108467649Cloud gaming on pennies?
>>108467675>cloud computing won't be affected by AI collapsing, they'll carry on pricing consumers out until there's no such thing as a personal computer any morePretty impossible the only real danger is forced id verification to use the web to average person can get by on a decade old machine at this point gaming is the most demanding thing you need a machine to do and a decade old 1080 is still good enough and the normal person who watches youtube and checks his email can get my with a raspberry pi these days.
>>108467548Which early 2000s internet companies had a non internet business to fall back on when the dot-com bubble popped? Which survived?Reasonable people aren't claiming that AI is going away when the bubble pops. Just that this phase of wild speculation and over-valuation is going to end, and a lot of AI-only and AI-first companies are going to implode when that happens. The technology will continue and level out into something sustainable with more established practical, non-gimmick uses.
>>108467548you're literally putting people at ease by showing how sloppers are all literally retarded
>>108467611your mistake is thinking that capitalism means employing people or creating homeowners
>>108467800Capitalism requires money to function, no money means no investment which means no growth. AI is fundamentally unsustainable because it requires other people’s money and cannot generate any form of revenue. It’s living on borrowed time.
AI is here to stay, if you didn't buy a 24, 32, or 48 or 96 GB NVIDIA GPU for local models and img generation, you fucked up and will be left behind.
>>108467302>He can fallback to selling GPUs for gamingand live under a bridge? nvidia never made money with your gaming garbage
>>108467885>if you didnt buy 24gb GDDR6lmao
>>108467302>bubbleWishful thinking
>>108467885>if you didn't buy my GOONERWARE you're left behind
>>108467917Read the thread moron. There hasn't been a single counter to the dead man walking finacials.
>>108467659They will lobby some new law that forbids the sales of hardware to non businesses and push compute as a service down everyone's throat until they recover every last penny of their investments and more.
>>108467885Yeah I'm buying 24gb just to goon to some retarded text and slop generated woman
>>108467885I use my 12GB for local OCR. Fuck your img generation.
>>108467411are these LLMs in the room with us?
>>108468068Hello anon, how can I help you today?
>>108468088write me an OS from scratch and do it fast, I don't have all day you robot slave
>>108467629>When these companies start tanking they’re gonna drag the entire world economy down with them.Also by design?>>108467612>This was a controlled economic implosion
>>108467922>>108467969I thought so too until I went with 12GB, I know that I could have been happier if I gave into gooning completely because AI still tickles the creative process.
>>108468105>slaveit's not a slave if you're paying a subscription
>>108467302>he can fall back down on what is 5% of his revenueCan he?
>>108467314>"there is no water">t.fish
>>108467649Read the grapes of wrath. They'll sooner throw the GPUs into the ocean and landfills and hire armed guards to watch it than let you filthy golems have the opportunity to buy cheap hardware
>>108467411Every time someone says that I go and try the big LLMs with some simple C++ questions and they fail miserably.>make up std library functions that don't exist>write examples that use invalid parameters for calling std library functions>write total nonsense templates that 1) don't compile, and 2) are obviously wrong just by looking at them>write *comments* that correctly explain what I want it to do, but then write code that doesn't do that or anything close>choose inefficient algorithms>produce way too much code for something simple>double down over and over again when corrected: "You're absolutely right, the code example I gave won't work. Here is the actual, verified, 100% working code:" *posts literally the exact same broken code again*I think you people are just really bad at coding and easily impressed when it can copy-paste a Stackoverflow solution to your basic problem.
>>108467396More like last month, zoom zoom.>>108467314-$2,000,000,000,000 and counting.
>>108467533Tax payers pay for corpo welfare, anon. All that money that would go towards housing, ubi, healthcare and education the goycattle says doesn't exist goes to these companies instead.
>>108467302What is stopping the masses from hanging all those speculative parasites
>>108467649>Hey, now that we have all this compute, why don't we use it for 24/7 mass surveillance?
>>108467411Like the C compiler attempt by Opus that couldn't compile a hello world, relied on GCC for assembly and linking, had worse performance than GCC with all optimizations disabled and failed with the simplest examples?
>>108468547I would not want to have someone like you on a team if this is how you inspect code.
>>108468710Shut up Pajeet, white people are speaking.
>>108467302except he can't because intel has already usurped the market
>>108468644ok see you in two weeks
>>108468360that's certainly an option that worked very well for them from their inception up to to 6 years ago, but I think you're right. He'll drive the company into the ground chasing an impossible dream
While I do agree it's a bubble I'm not sure when it's going to pop. I have a lot of tech stocks including nvidia which have gone up a fuck ton so when do I sell? When is the actual bubble burst?
>>108467302>He can fallback to selling GPUs for gaming if AI bubble burstWRONG.AI datacenter production is proprietary and with custom hardware architecture. All their recent R&D efforts are into things with zero (0) use in consumer markets. None of what has already been produced can be retooled for consumer hardware.
>>108468942anon, I...
>>108467675Personal computing is theft. SaaS companies have a right to your money. By not using their services you are stealing from them.
>>108468985THE FUTURE IS NOW
>>108467302>a snake oil salesman is wearing a banned snake skin leather jacketIf he was yakuza that would be a fun detail but he's 70 years old greedy corporate puppet. Just sad.
>>108468985
>>108470353>things with zero (0) use in consumer marketsyou literally reiterated the 0 and now you're claiming you were speaking figuratively...
>>108470389you lost
>>108467302>if AI bubble burstNvidia won't survive that. They are in that way too deep
You know, when the "dot com" bubble burst, it's not like the internet went away. Whether you like it or not, AI is your reality forever now.
>>108470389He's referring to the hardware architecture, retard, not the software it runs.Nobody is going to be plugging in a 90lb datacenter GPU into their shitbox.
>>108470551>dlss 5 is just a software updatecope
>>108470559Nobody is going to be plugging in a 90lb datacenter GPU into their shitbox.
Anyone who buys an nVidia GPU after all the retarded shit this faggot has said and done over the past 12 months or so is fucking stupid. Absolutely retarded, beyond help
yeah, gamers a nigger cattle who would jump back to nvidia in a heartbeat no matter how much they fucked everyone over
>>108467313kek
NO. Us gamers are not going to buy NVIDIA ever again on principle.
>>108468706As opposed to GCC that ate millions of human-hours of rare graybeards?
>>108467314Best take, gaymer shit hasn't even been run into the ground yet.>>108467649He already pivoted to cloud gaming, and they'll NEVER EVER sell this kind of hardware to the likes of you.>>108467302>He can fallback to selling GPUs for gamingNo need, just feed them into nvidia streaming shit.>Other AI companies can't, however.They can just play the speculation market with their backordered electronics components
>>108467314Not only is there one bubble, there's actually two. The data center bubble has basically become its own bubble that'll pop too.
You know who'll be begging China to buy those GPUs a year from now, the serial flip-flopper. When he speaks of integrity or principals don't listen to his lies.
>>108467629 (nta) I know it will happen, but how would one short the tech industry? It could pop within the next few weeks to a couple years.
>>108468710You didn't refute his point. You can be safely ignored.
>>108467313huang best sale for hawthorn snack
>>108467302No, he can't. Industry is in the shitter and not because of hardware, but because of no new games - they take too much time and money to develop.
>>108467450It's not fake - you can use them as collateral for loans.
>>108472717>new games take too long>hardware prices are through the roof>moore's law is dead>incoming recessionwill gaming dead for good?
>>108472767nah graphics will just "stagnate"
>>108467302of course. compute will be always needed hardware companies are the biggest winners everyone else is a loser or a scammer
>>108471371At least it works
>>108472429my throat goat fr
>>108473548Good, hopefully all the loony political drivel declines along with it.
>>108467611>data centers that are going to be obsolete before they even go onlineHow can there be progress that could make them obsolete when there are no resources left for working on that progress?
>>108467314My brother in Christ, fag 7 is taking a collective blood bath and commodities show no signs of stopping. It's all over now but the defaults.
>>108467649it doesn't matter if society gets sick of AIAI is there to parse the data collected by the panopticon goycattle live in
>>108468088he will bee in jail in 10 years like tharanus bitch
