Fucking kekI wonder how long they can keep this up for, literally the debeers of gpus
he took a bet between himself, musk and Trump that he could gain more value than Elon Musk and not crash and burn
>>110329666Burn him and his board alive.
Fuck I just paid $10k for a 5090.
Dude was chasing the high he got from the crypto craze
>>110329748You should have pretended to be a start up and gotten one for free>How's that agentic website builder coming, anon? I hope my generous endowment of 20 5090s is going to good use!>O-Oh hey Jensen... this? Yeah I'm just using Stable Diffusion to... wireframe the UI?
>>110329666He's such a piece of shit.
>artificial scarcity >artificially keeping prices higher and higher as long as possible >excess hardware in startups >excess hardware at hyperscalers not even being used because they don't want competitors to get cheap hardware >sooner or later more powerful hardware that is more efficient per watt will come outWhat is going to happen to all that excess hardware?Are they just going to incinerate it in a bin to keep consumers and smaller players from buying it 2nd hand so they can't simply run their own services?Or are we sooner or later getting excessively powerful hardware that can run massive open weight models as good or better than today's frontier models at home?
>>110329761The crypto craze birthed the retardation that is witnessed today
>>110329666All these mainstream outlets are reporting today what a zillion non mainstream outlets were reporting over the last year. The circular financing thing has been known for quite a time. This is reporting now is a signal to burst the bubble and blame it all Jensen. However, all the reporting over the last year about it will fuel many lawsuits from investors because fiduciaries should have taken the reporting over the last year into account.
>>110329774they will burn it all. they are legally required to. if they let consumers buy this technology cheaply, the chinese could easily import it all. the us government would never allow that. they will do whatever it takes, even if they have to nationalize all of nvidia and openai and anthropic and whatever other companies they feel like.
>>110329818It's on purpose. Software is done. It's a mature industry.Shareholders are not satisfied with 5% yearly gains, they want multiples of their investment.And you just cannot get it with regular software anymore, no matter how good or performant.
>>110329891Industries only become "mature" when they are regulated into stagnation, and the state can properly create barriers of entry. Software fails both criteria.
>>110329863you don't buy that much compute without a background check, no. buying a superpod is actually a fucking hassle.
>>110329666trips of truththe ai bubble is popping by the end of the year without the master grifter propping it up
>>110329965Or maybe you're wrong and barriers of entry can occur naturally - due to laws of physics limiting progress or amount of capital required to disrupt industry being unreasonable.
>>110329666This has been obvious for about a year and the market still rallied heavily. Don’t short it, hold cash.
>>110330035>marketFairy tale for goyim.It's politics. Politics decides when "bubbles" happen and when they pop.It's not a coincidence it's happening just after the election.
>>110329666Sounds like a great business strategy if you have the margins and the balance sheet to back it up
>>110330167It works great until the actual supplies start showing up. Like the ones in hong kong and warehouses right now.
>>110329774>Are they just going to incinerate it in a bin to keep consumers and smaller players from buying it 2nd hand so they can't simply run their own services?Luxury brands already do this, so yes.
Nvidia was in talks to provide billions of dollars of guarantees to companies that couldn’t afford its chips. By October, Nvidia started to turn off the tap.In Berlin during a conference, Huang, accompanied by his top sales executives, broadcast a new message to a half-dozen CEOs of companies that are major buyers of Nvidia chips who were seated around a circular table. He opened with a story that sounded like a fable, according to people who attended. Huang had once found a soup vendor in Japan, he said, with a long line of customers. He joined the line, and after a long wait, enjoyed one of the best bowls of soup he’d ever had. When he asked for another serving, the soup-seller told him no—he had too many customers waiting and not enough soup for all of them.“He’s a better businessperson than all of you,” Huang told the cloud computing CEOs. The soup-man doesn’t sell out all his inventory to one or two customers, but instead keeps prices high and his customer base diverse, the CEO said. “You are not establishing the value of my products,” he said.
>>110330075yeah, the AI ponzi scheme would have continued for two more years had Trump won the midterms but the bag was grabbed early due to dissatisfaction
>>110330225Kinda based and jewpilled ngl
>>110330225Diversity is our power
>>110330002I don't need a mini data centres worth of compute. In fact my rtx4080 has enough compute for huge models desu, more is definitely nice. I just need one device on my home network to host a huge model. What I need is large amounts of vram. Massive weight open models are close behind anthropic etc. I just need the hardware to run them.
>>110329666People claim this is evidence of AI bubble, but it isn't, and this isn't surprising at all.Nvidia tried to set itself up like Rockefeller. But chips aren't a finite resource extracted from a mine, so there was no way to prevent competitors. And it turns out all their biggest customers where those who had the capital to create their own mines. Jensen saw this a mile away, everyone who looked beyond surface level at all knew this. Nvidia pivoted away from gaming and crypto GPUs and invested heavily in datacenter GPUs, while MSFT, Google, and Amazon all invested heavily in creating their own GPUs so that they would stop being beholden to Nvidia.Now nobody is buying Nvidia's future stockpile, because they have their own cheaper version. It doesn't matter if their GPUs aren't as good of quality, they can buy 2 or 3 or 4 for the price of 1 and get better performance that way.This is also why Jensen was a big proponent of open weights and models. He knew the cash cow was dying, and he needed new customers. If models become open, me and you could buy a GPU once again to run the models locally, since the big players weren't going to do that.
>>110329666Nooooooo but he's muh wholesome chungus /our guy/ gamer daddy who made our poggers gamur gpus!!!!>>110330180They already showed up - there were reports couple weeks ago that Amazon sits on whole warehouses of this shit because they can't plug them in but nvidia forces to buy them anyway under threat that they would kick amazon out of the queue in the future.>>110330639this is the most retarded ai generated jeetslop I ever read. you should make a twitter account and buy a checkmark.
>>110330662too stupid to read a critique of nvidia without screaming chungus?
>>110330668too attached to your gpu daddy to handle a bit of banter?
>>110330687I said his company was dying because he made a stupid strategic decision. Why are there so many dumb browns on this website, goddamn
>>110329863>they are legally required toWhere does this piece of fiction come from?
>>110329891You can't get that with AI either. AI companies never turn profit
>>110330225this extremely Amerisraeli business strategy doesn't work in the real world.Why do you think China dominates manufacturing when their only real philosophy is to make everything as cheap as possible? All the expensive boutique, handmade, artisan and other bullshit got swept away and is dwarfed by just selling a fuckload of cheap shit to literally everyone on the planet.
>>110329666>We are investing our own money to finance company that will use the money we lend them to buy our product and keep the shortage.HOW the fuck is manufacturing the demand or your own supply NOT ILLEGAL
>>110329863Nope the people that loaned them money will repo and liquidate.The GPUs are in fact, collateral.
>>110329666>666This cocksucker deserves all the hell that is coming his way.
>>110330639>People claim this is evidence of AI bubble, but it isn't, and this isn't surprising at all.AI is a self wanking cycle between chip manufacturer, Data Center and AI Model. They all lend money to each other The moment 1 of the die, that money is PUFF out of the cycle, and everyone else is fucked.
>>110329774>Are they just going to incinerate it?Yep!Think about it.
The Bible had it right, adulterers are just pure evil.
>>110330695>>110330782export restrictions. the gpus cannot legally be liquidated because they could end up in china.
Just wanna say I was briefly taken in by the Chinese spy aspect, but was probably wrong. Money
>>110330782I'll pay $1200 for a dgx rig with eight b300s from ebay
>>110329765he was not giving away for free. he invested in companies on the basis that they would buy his gpu using the money he gave them.
>>110330810By that logic anything export controlled couldn't be sold second hand but it does anyway.It's clearly not illegal unless you knowingly sold to China.
>>110330824you will never have another computer again. the government has decreed such.
>>110330810>>110330830kys
Wouldn't it be funny if the aircraft being grounded nationwide is due to China hacking using AI running on NVIDIA GPUs they got from Jensen
>>110330879I literally thought of this earlier. Would be the least likely but craziest coincidence most likely some pajeet did a software update on Friday and broke some networking shit
>>110330744thisrent-seeking only works when you have a monopolywhen there's competition, the rent-seeker gets destroyed by the industrialist who wants to make stuff
>>110330810Jew lenders always win bro, cope We are getting cheap GPUs in the fire sale
Do we have cheap Chinese ddr4 yet? Tbh id like 2x32gb to upgrade to 96gb total but I'd settle for a cheap 2x16gb kit
>>110330920the government always wins
>>110330920they've only "always been winning" for about 300 years (from what i understand), which is not that long overall
>>110330926The way the Government "wins" is a bailoutYou really think Democrats are going to do a bailout?
>>110330933they are all on the same side
>>110330744>>110330913america was good for awhile
>>110329666i think, you damn inbred retarded american pedo freak; You dont even get it, when Israel is literally taking your most expensive company away. bawahahahaha. Israel once kidnapped Huangs GF(google it you damn retarded murderous pedo freak) to force Nvidia invest billions in that stolen shit hole. This was an Israeli entrance into NVidias management circle. Then they transformed Nvidia from Grafic-kard company into "data center and AI company" dusting everyone's eyes with "AI EVALUATED WITH TRILLIONS" shit, when removing he "old engineer"CEOs from Nvidia. Now when Jig is up they are simple forcing Huag to resign over Singaporean pussy, pretending she is a chinese spy, when putting that MKUltra female into prison to rot and Huang to sign his wealth over to them. NOW ISRAEL CONTROLS SOFT AND HARDWARE OF AI AND THEY FORCED YOU TO PAY AND MAKE IT MOST EXPENSIVE 25% OF USA GPD!! THEY CAN NOW FUCK EVERY AMERICAN BY SIMPLE RELEASING STOLEN DATA OVER THEM! HAHAHAHA!! GO GOYS AND DIE FOR GREATER ISRAEL NOW, YOU BRAIN DEAD FUCKS!! proof: LUTNIK ALLOWED IT!! THE EPSTEIN LUTNK!!
>>110330938Right but the datacenters aren't getting a bailout with national debt over 100% GDPThe GPUs will be liquidated under Court order
>>110330947this would be highly antisemitic
>>110330926the central bank always wins*>>110330933why wouldn't they?you could argue the government can't afford another bailout but they could just sacrifice more people in a war or whatever if they really need to, right?but is there a reason they wouldn't do a bailout?
>>110330949It would be antisemitic to not pay your Jewish lendersIt's a Jew eat Jew world out there
>>110329863>th-they will burn all the hardware, goy>they'll never just sell it to you at a marked down price since they have a surplus of it and need money since AI doesn't make any money nice try, kike 5$ GPUs, ram and SSDs are coming
>>110330944>THEY CAN NOW FUCK EVERY AMERICAN BY SIMPLE RELEASING STOLEN DATA OVER THEM!???
>>110330959the chinese would eat all the jews if they got the magic ai chips. the jews in government will take money from you to give it to their jew friends, rather than liquidating the gpus and risking them going to china.>>110330965you cannot see the bigger picture. the jews do not care about money, it is all fake. they will sacrifice everything you have in order to protect themselves.
>>110329863>>110330965i've seen no convincing argument for either at this point
>>110330969are you telling me jews and/or israel are afraid of china?
>>110330977yes?
>>110330979well now i'm convinced & have a better understanding, thanks
>>110329666will they at least bring the 5090 back into production then?if they wanna pull a micron then I wish they'd just say so instead of trying to have their cake
>>110330953Reasons why there won't be a bailout:>Democrats already signalled they won't bailout datacenters, they entered a Faustian bargain with Boomer NIMBY to sweep 2026>Interest rates too high to expand fiscal spending, bond markets already in revolt>The credit risk is all contained in Private Credit, with little contagion risk, think dotcom not 2008
>>110329770I used to think he was a piece of shit just from listening to him speak. He's very shallow and fake. I guess he's also a traitor and bad husband and bad CEO.
>>110329666That's what the Huggingface takeover is all about.He was worried they can't actually sell all the GPU's they're making.So now they have their own customer that can buy up any unsold stock.It's similar to Musk making SpaceX buy up all the unsold cybertrucks.It's not a stupid idea but on the long run artificial demand distorts the market and leads to waste.
>>110330969Lender Jews demand their payment, the government doesn't have the financing ability to emminent domain the chipsLender Jews will force you to do proper border control instead (I know, shocker, but they are also upset at Muslim immigrants)
>>110330987
>>110330993hmmm
>>110329666Settle down, Satan—this is just business as usual: why would you sell a product for $500 when you can sell it for $50000? It's basic arithemetic—so simple even a monkey like Huang can do it.
>>110331000trips checked
>some chink fucks you over>mentally ill trannies: JOOOOOOS
>>110330998Cybertrucks are likely to become a collectible in the future due to the low volume and weird story behind them
>>110329666so basically it's the crypto situation again but even worseI recall stories about there being a fuckload of ampere chips gpus just sitting in warehouses which is probably why nvidia is still producing 3060sgod damn I hate this timeline
>>110330879>https://archive.is/VomaxIt's just plain old Israeli sabotage like usual
>>110331005>Sell product at inflated prices >Trick and/or force many into buying them up at scale to keep supply low demand high for high prices >Many have way more than they can use and cannot power them and have nowhere to install them >New product comes out with less power draw for same result>Everyone sees it and can reduce electricity demand for existing workloads>Old product absolute for datacenters>Unprecedented amount of obsolete hardware where the difference in electrical and cooling costs make it more expensive to run than new hardware Wow I wonder what happens next
>>110329774>What is going to happen to all that excess hardware?straight into the on-prem shredder
>>110330942still had to kneecap japan cause they were embarrassing them
>>110330970The reality is not a single soul ever gave a fuck about who owns compute inside the US border.Why suddenly they would care doesn't make sense.That being said there are policies that may mean hardware will get trashed but these are individual company policies tied to proprietary hardware and IP and is only relevant to the giant hyperscalers who develop their own hardware.The actual valuable stuff like CPUs and RAM often get saved and resold because they aren't proprietary. This would include GPUs as Nvidia GPUs are non proprietary to any DC/hyperscaler.If anyone remembers the surge of insanely cheap LGA2011 CPUs and previously cheap DDR3/DDR4 ECC RAM, that was from hyperscalers where the mobos/system where trashed but the CPU/RAM was sold.
>>110331002Bailout is the path of least resistance when GPUs are collateral, not GPU destructionSo if a bailout is unlikely, then it means cheap GPUs, rejoice!
>>110331010retardhttps://en.globes.co.il/en/article-trillion-dollar-woman-1001453025reminder huang wrote something like "I am committed to nvidia and will work to regain your confidence", but then quietly resigned shortly after and this bitch appeared
>>110331132>If anyone remembers the surge of insanely cheap LGA2011 CPUs and previously cheap DDR3/DDR4 ECC RAM, that was from hyperscalers where the mobos/system where trashed but the CPU/RAM was sold.:o
>>110330966god damn: JEWISH ZIONIST ISRAELI MEDIAS RELEASE AI STOLEN CHILD PHOTO OF YOUR KIDS HUGGING YOU HAPPY FOR ICE CREAM YOU BOUGHT FOR THEM AND REPORT YOU AS A PEDO, WHO POSSIBLE, EVENTUALLY GRIFFING HIS KIDS.. AND GOOD LUCK THEN!
>>110331166ok
If this shit keeps escalating and more things surface, could it mean Jensen ending up in a criminal court and possibly spending time in prison?
>>110331196seems like he's getting thrown under the bus in public media for surei wonder for what reasons
>>110331257not being a part of the right tribe (this would not be happening had the same events happened but every instance of China/Chinese was replaced with Israel/Israeli)
>>110329774>What is going to happen to all that excess hardware?excess hardware will go to where the previous model year cars and trucks reside:>the bottom of the worlds oceans (literally)
>>110329666>debeerschecked
>>110329748huhwords words words words words words words words words guys let's go to washington, I'm sure if we talk to someone they'll change the stuff!
alright when is this shit coming crashing down? I want to start homelabing some bullshit
>>110331343two more weeks
>>110330993lmao
