There is no retail mania. Rates have been and still are high. And in despite of this, Nvidia and a few others have continued to grow like crazy.
I bought an AMD GPU for the first time in March
>>522112091Besides chatbots, please tell me what "AI" actually does.
>>522112091It's a bubble. There's always a bubble somewhere. That is the nature of human greed and FOMO.
There is no AI.They will simply use this larp to kill us.
>>522112091It's literally a fucking bubble
>>522112091Rates are still near historic lows, wtf are you talking about?
>>522112154raise the cost of utilities and lose money (but no one is paying attention to that column)
>>522112390When you consider that the same investors own stocks in both industries, it's essentially like paying themselves with government money.
>>522112482Why would you respond to a jeet as though they were a person capable of thought and understanding?
openai is a bubble AI in general is not though.
>>522112091yeah, instead of retail mania it's just companies investing in circles with each otherwhat happens when the game of musical chairs stops? same thing as 2008
>>522112550Because he is right. The AI is a bubble, but it's really to empower utility companies to an insane level.
>>522112091They have been bouncing 100s of billions of investors funds around the same 5 companies for a while, what do you think it'll happen when they find out AI cannot generate profits for that money?
>>522112482nvd has made me some money, unfortunately there aren't many etfs shorting this shit yet>>522112550i'm an american just passing through but i get it
>>522112684We start squatting in abandoned data centers.
>>522112702please report what you have seen in india as proof, and don't say it's good there or we'll know you're one of them
2 more weeks until agi paperclip maximizer
>>522112625> because I am also a jeet, but living in the USgot it
>>522112781every thread. again i get it but just annoying. last night i watched a jeet go into an elevator with a mixing bowl full of food, uncovered, place it on the floor as the vator moved, cough with his mouth open, get out, and pour it into a catering dish to be used in a wedding. everything you see on here is 100x worse, minus the american toilets which flush great (presumably because they are unused)
>>522112091I bought a 5090 and it’s the most impressive piece of tech I own. It plays everything easily. Thank you Jensen Huang.
>>522112781here is a picture of delhi, the capitol of india, from my hotel room. the aqi was >700, a feat i didn't even know was possible. i'm pretty sure you could reroute your car's exhaust directly into a gas mask and breathe better; at least it wouldn't smell like rotting shit
>>522112091What do you think a bubble is?Every time a new market open up there is a rush to establish a foothold in that market. Some companies will become major players, some won't. When those companies fail, that's the bubble popping.The idot com bubble popped 25 years ago. That doesn't mean Google and Amazon popped. It means Pets.com folded.The same is true for the AI bubble. A few companies are going to be the new Google, some are going to be the new Pets.com.
>>522112091its basically the eye of horus.
>>522112091Yep they've been pump and dumping hard and every time they dump I buy and make money 1-3 months later. Deepseek, tarrifs, shortages. It's like a money machine. Buy on the bad fake news sell on the good fake news. Basically just whales moving their money around back and forth as always.Price literally went down on earnings as the "news" spewed out articles saying it was skyrocketing, it's all bullshit.Nvidia virtually can't fail for several reasons>Monopoly that is almost impossible to oust, main competitor literally admitted defeat>They make the money upfront on GPUs and it doesn't matter if specific companies like OpenAI fail since they all use GPUs.>Contrary to many normalfags understanding AI is used for shit other than LLMs.>GPUs aka powerful processing is increasingly needed for things other than just AI>Products are in such high demand that people can buy them and sell them for quadruple the price immediately. Their gaming GPUs are basically a charity project at this point.>Critical to oligrachs plans for world domination and 1984 dystopia>Critical to businesses due to competency crisis and world browning making the average worker lower and lower IQ. AI is getting smarter while people get stupider.>Used by the entire world not just the U.S. the U.S. literally has to fight to prevent other people from buying the shit with limited success.>>522112195>There's always a bubble somewhere.It will go down but it will go back up higher than before, people who buy in now will almost certainly be millionaires in 10 years if they don't paperhands it. I said the same thing back when it was at $80 and people said it was dead.
>>522113484>will go down but it will go back up higher than beforesame mentality as crypto except it's the gambler's fallacy
>>522112091Anyone saying there isn't a bubble is lying or retarded.
>>522113301>>522113642Difference with the dotcom bubble and similar shit like NFTs is that they did not actually do anything useful.People bought any bullshit website out of hype not caring how stupid it was, it was a ponzi scheme.Everybody knew NFTs were musical chairs and were just hoping to get in and out before it collapsed.I've personally used AI and see value in it so i'm confident in investing in it. I can compare AI generated code with jeet generated code and see that it works better. This is more akin to investing in Microsoft in the early days when everybody was saying computers were bullshit and nobody would ever use them. People are terrified of AI changing the world because they know it can do things not because it is useless.
>>522112091They have been growing in revenue, not in profits, anon. It causes retards to keep investing in it because they see the big numbers, but once that incoming money sufficiently stops flowing in the bottom line won't look pretty. It's literally a bubble
>>522112091>he doesn't knowThe AI bubble is just the continuation of the crypto bubble.
I want this bubble to burst more than anything right now.
>>522112959Why are you doing that to yourself?
>>522113828even gpt5 sucks ass for generating code unless you turn the temperature all the way down and in that case you're literally just copy-pasting someone's github. it's worse than useless because you a) learn nothing and b) have to constantly follow up to make sure it's not confidently lying to you. it's a great gimmick that's about it; on the same level as a fidget spinner
>>522113828LLMs don't actually do anything useful either, except help kids cheat on homework.
>>522113926unfortunately we do business here until india starts regulating pollution, then it'll be on to the next shit hole country
>>522113954copy-pasting is good though, ingenuity is stealing from others so i can meet deadlines and quotas faster. who cares if it all falls apart later down the line, i can jump ship
>>522113954OpenAI is propped up by the government, I would not invest in them specifically.AI in general is not. Every major country is racing to develop it.gpt5 is shittier (mostly if you use their canvas shit) but it is one of thousands of models and companies are and will be developing their own.
>>522113828It can make dogshit pictures and videos and it can regurgitate slop it “read” on the internet. Everyone’s afraid of AI because it’s a huge fucking waste of money but the guys who run investment for 401ks are “muh Roko’s Basilisk” retards.
>>522112154For me the silliest thing is all these tech companies are investing into AI, what in reality is just a paid sub for chatGPT API and wrap it in their websites as support tools. Specific case is telecom with me. It's horrible. Garbage. It doesn't read what wires are in what holes correctly. I called an acctual person and boom, just ask and talk with another person and problem solved quickly and it feels nicer too. But these companies sack the tech support. It's going to back fire badly. How are all the old ladies going to get their TVs to work? It's nice as an extra, but kek just because you have a dev that does some shitty python/js scripting doesn't mean you can roach out on support. Same happened with self checkouts in stores. I don't see less personel hired...
Nvidia is actually selling a productAll the AI slop companies that are buying their cards are selling NOTHING, they're burning money because cultist CEOs convinced boomer investor managers that they're building AI Jesus Skynet who will give them unlimited power and will hand them the keys. It's not real. None of this is.
>>522114136Yeah and it’s all going to be a dogshit waste of money. You people gotta get this through your heads: the reason this shit is being pushed is that these morons unironically believe that with a few more terawatts they’ll be two weeks away from AGI. They know it’s horseshit right now and always will be until they get SkyNet. But that shit will not happen.
>>522114136openai is and always will be a private company. if they publicized how much money they burn through each month the jig would be up
AI is not a bubble, it creates real value
>>522114136you also have meta's llm which is also ass, but at least they open source it. let china waste their money on "ai" it's like the space race all over again except there is no finish line this time, it's a race to nothing because it's physically and technically not possible
>>522114360recently they admitted there's no more training data, they're now having ai generate training data for ai. garbage^2
>>522114360Yeah in exactly two more weeks it’ll be giving the absolute best handies in the multiverse. Gimme a break. It completely ruined Google search but it’s going to optimize supply chains. Get the fuck outa here.
>>522114136every major country is and was racing to be the first to shove as many solar panels and wind turbines into their limited farming land as possible, that doesn't mean it's not retarded. you'll find countries are by and large lead by reactionary retards who are easily influenced by flashy empty pitch decks and bribes.
>>522114357Yes that's the point, I wouldn't be surprised if OpenAI fails they have a lot of problems, bloated, filled with do-nothing lefties, and are mostly just grandfathered into their position.Normalfags think AI = OpenAI and it does not AI is being used for much more. There are a ton of other models and there are a tons of other applications of AI beyond LLMs. All of them however need GPUs.
>>522114545>tons of other models>tons of other applicationsname some. pharma? you realize the ai companies are already planning to take a certain percentage of profits from any ai-discovered medicine; the monetization is what kills it, and they have to monetize it
>>522114360>'value'Entire internet is a waste, "AI" is gigawaste (and requires exponentially greater electrical power to fuel it)The whole complete entire world "economy" post-1990s consists of speculative debt instruments, not 'value' or real product.None of the corporations or labs have electrical power grid capacity to even remotely achieve target goals.Right now 11/23/2025 (Sun) nobody worldwide wants to buy the debt.Global debt aka bond market is on brink of collapse, "AI" is the final scam pump+dump
>>522114450The 'running out of data' argument ignores the recent shift toward compute-heavy inference and synthetic reasoning traces. We aren't just feeding AI raw internet scrapings anymore; models are now training on high-quality, verified synthetic data (like AlphaGo did years ago) to improve logic and math reliability. The bottleneck isn't the quantity of text; it's the quality of the reasoning chain, which is actually improving, not plateauing. >>522114478You're conflating Generative AI with Predictive AI. Search struggles because LLMs deal with the messy, subjective open web. Supply chain optimization uses entirely different architectures—like Reinforcement Learning and predictive modeling—to solve mathematical efficiency problems. One predicts the next word; the other calculates the most efficient route based on hard data. They aren't the same tool.
>some utter faggot is running a bot to shill AI slop on /pol/This is fucking lame.
>>522112091The shit that pisses me off with the AI bubble is it isn't even a positive concept. The premise of it is "we can fuck over our workers and lay most of them off with this!".
it’s a circlejerk bubble, the finest example of which we’ve seen since ‘99>I’ll invest 15B in you if you invest 20B in me, ok promise me 35B in capex over 10yrslmao
>>522114668>ai training aigarbage^2, cite your picrel source
>>522114668you are a faggot copy pasting AI slop and it's exactly why AI is a gay meme, you aren't founded on facts you are founded on shit that "sounds like it could be correct", the thing people don't get is EVERY output from an LLM is a hallucination, it's just sometimes those hallucinations line up with reality. Kill yourself you clanker
>>522114800damn good catch i didn't even notice
>>522112091>wright brothers are retards>"""aeronautics""" lmfao that's fucking stupid, it'll never take off
>>522112195>It's a bubble. There's always a bubble somewhere. That is the nature of human greed and FOMO.every new tech goes through a bubble phase, dotcom internet bubble didnt mean internet was bogus, just meant too many metoo companies, same with AI, Nvidia will have competition soon from AMD et al, Frankenstein is just waking up
>>522114880they'll get competition from qualcomm maybe, if it doesn't already go the way of the quantum computing scam by then
>>522114628>tons of other modelshttps://huggingface.co/>tons of other applicationsimage generation, image recognition, facial recognition, video generation, 3d modeling, 3d animation, music generation, employee motoring, data monitoring, trend analysis, advertisement, robotics, and autonomous vehicles (self driving cars)>>522114628>ai companies are already planning to take a certain percentage of profits from any ai-discovered medicineAs I said "Ai- companies" are bullshit any company using AI seriously is going to be developing their own shit they are not going to trust OpenAI to protect their trade secrets. Because of that they also need even more GPUs for training.Open AI is for normalfags to play with and shit-tier corps to test the waters not for serious tech.
>>522112091Betting against Nvidia is also stupid because gaymers will always exist.Same reason AMD will always exist because they serve the consoles and handheld markets.AI is also just a bubble term for statistical machines. You can make it do anything, people only consider the dumb reasons like chat.
>>522112313>Rates are still near historic lows, wtf are you talking about?you can see the FED's problem in that chart, they got hit with back to back crises 2000 2007 2020 and never got to renormalize rates in between, and now dont have enough control range for the next crisis, esp when you look at their balance sheet on top of the rate chart,. Congress is the big fuckup here on the fiscal side, it takes two to tango, fiscal tax and spend, and monetary money supply
>>522114668A* isn’t AI retard. And it can’t find the best path for network beyond a few hundred branch points without Dyson sphere levels of power. Your stupid AI horseshit isn’t even as optimized as A*. Learn some science you Luddite.
>>522114925lmao most of those are "ai™" (marketing) not actual applications of anything ai-adjacent
>>522112313
>>522115014Still need GPUsSee>>522114942 >AI is also just a bubble term for statistical machines. You can make it do anything, people only consider the dumb reasons like chat.
>>522115092i buy an "ai powered" robot vacuum you think the chink company is running hundreds of gpus on the backend to power that? you're pretty foolish
>>522115117If it's legitimately running an AI model rather a basic object avoidance loop then they would be using GPUs to train the model.A true AI powered vacuum could for example detect a patch of dirt and move toward it rather than blindly bouncing around the room.
>>522113460>its basically the eye of horus.So it must be at the top. Like in the pyramid.
The utility cost for the electric is unsustainable; the costs are already being passed on to regular consumers on their utility bills and they definitely notice and aren't happy. When the bubble pops it doesn't mean that AI is going to disappear like 3D tvs, it just means it will become more focused and not need to be a forced part of regular apps and internet searches.
>>522115273something that can be done with a simple b/w/ir camera and basic software like opencv running on less than a raspberry pi. no one is running that shit to detect dirt. every "application" of ai is either an already solved problem or an overly complicated solution looking for a problem no one asked for. and again that's before you get to monetization (aka enshitification)
>>522115365no serious/major efforts to build more nuclear to handle the demand says all that needs to be said. same with water
>>522112091There's an asset bubble where all investors are moving their money to AI assets. The bubble isnt caused by AI technology not being the future. This is how unfethered capitalism works. All the money is given to the super-rich causing asset bubbles (=richfag version of inflation) when they all try to buy the hottest new asset at the same time.
>>522115370>no one is running that shit to detect dirt. every "application" of ai is either an already solved problem or an overly complicated solution looking for a problem no one asked for.That's what people say about every major technological advancement "Why use a robot vacuum when I can take 10 seconds to sweep", "Why use a computer to create a doc and print it when my typewriter is instant and requires no electricity" "Why use a car when my horse works fine and needs no gas".But historically people always want newer and better shit and AI offers new ways of doing thing that we could not do before because from a programming perspective it would require millions of if/else loops.
>>522115539Anti AI people aren't worth arguing with because they have such huge egos and self aggrandizement. It is these which led to their position in the first place. They just short out into a loop of confirming each other without any real evidence to support their position.
>>522115539you're comparing real hardware innovations with ai being the next javascript lol
AI is a bubble
>>522115631no one here is saying ai is going to make us extinct or even take anyone's jobs
>>522115631ah fuck i forgot you were the retard who posted an ai response. goddammit
>>522113828There is an overcapacity and it won't be possible to wait for demand to catch up because all those idle GPUs become outdated and less efficient than newer models as time passes. There is also the possibility of another shock if it turns out that there are ways to train models with a fraction of the GPU power previously required.
>>522115681how best to short it is the key. there's only a handful of etfs to buy. nvd or nvds
>in despite of this
>>522112091sad story..
>>522112091Nvidia stock tanked after earnings because their accounts showed they have lots of stock ordered still in their inventory because the buyers haven't given them the money because they don't have it just 4 companies make up 60% of Nvidia's chip sales these companies are likely OpenAI with $1.4 trillion in debt, Oracle debt ridden with rising bond yields as a result and CoreWeave also debt ridden and being propped up by ivnestments from Nvidia, retail investors make up 27% of Nvidia shareholders while the stock market as a whole is 21% which is a historic high all this alone is bad but the fact that 50% of consumer spending is being done by the top 10% who derive their wealth from the stock market what do you think happens when those shares drop even 30%? They spend less and what do you think happens when they spend less? Mass layoffs and what do you think happens after mass layoffs? A recession this in an already shaky economy and that's not even mention the physical constraints of building the data centres and supplying them with energy protip: the increase in inflation you're currently seeing is being driven by a rise in energy prices due to these companies building data centres
>>522112091>>522116299Btw if you look past the headline of articles you will see how bad things are the BLS jobs report for September is a prime example you see 119,000 jobs added but don't look to see where those jobs are being created(It will also be revised down as they all have been, twice)>In September, health care added 43,000 jobs, about the same as the average monthly gain of 42,000 over the prior 12 months. Over the month, employment gains occurred in ambulatory health care services (+23,000) and hospitals (+16,000)>In September, social assistance employment continued to trend up (+14,000), reflecting continued job growth in individual and family services(+20,000).>Employment in transportation and warehousing declined by 25,000 in September as job lossesoccurred in warehousing and storage (-11,000) and couriers and messengers (-7,000).The vast majority of those jobs were created in the healthcare sector i.e. nurses to look after boomers that's largely been the only sector to see jobs growth for a year now with other sectors seeing layoffs over that time but /pol/ is full of midwits and retards that are no different to shitter and leddit and just look at headlines things are really bad economically we're in for very hard times
>>522112154Machine learning has exponentially accelerated new drug development. AI also makes programming more efficient as it's basically like having a very smart autocomplete plus your own intern pair programmer, letting your write substantially more code per day, while having fewer bugs.
>>522112091It's intentional. If the mess gets big enough, government will have no choice but to bail it out. This is being exploited. Not content to rip off (((investors))) they are instead after our children's future, who we are not even having anyway.
>>522115906>if it turns out that there are ways to train models with a fraction of the GPU power previously requiredYou don't get it.NN and LLMs are nothing new(as a concept).The current AI fomo is not being propped up in a bubble(pun not intended).You are nearing 20 years since the phrases "brain drain" and "competency crisis" were first uttered in public by mainstream media.Just a few weeks ago a 250b model found in hours why CRC errors where popping up during certain workloads in Redhat(IBM) distros.Did it come up with anything innovative?No.Did it JUST know(or at least finally decided to)to look where EEEs 20-30 years would have already or eventually looked at?Yes.Did it solve the mess that the pajeets and the troons created in the first place but were unable to fix? Yes.Thing is that an army of H1Bs and a 250b model that barely needs 20k worth of hardware is still way cheaper than maintaining an army of engineers that came out of ETHZ,Delft etc.
>>522116299>>522116503This anon knows.
>>522112091It is a bubble, but it is entirely a financial bubble, like the dot com bubble. It's beyond silly to say that the Internet has or had no inherent value (which is what being a bubble would imply), but the speculation of the 2000s had nothing to do with that, because it was, well, speculation. Same with "AI", starting with the fact that "AI" is a deliberate misnomer for marketing purposes (let alone "AGI" and "ASI" which are pure vaporware). Models (whether agentic, generative, predictive, linguistic) have immense and proven inherent value (source: myself) in anything from work automation, to force multiplication, to entertainment. So should you put your money in it? No, what are you, retarded? But should you get good at using them? Yeah in the same way you got good at using a calculator or a normiephone
>>522116503>but /pol/ is full of midwits and retards that are no different to shitter and leddit and just look at headlinesIt's opinion bots anon. Pol is the least botted, other places are low single digit human now.
>>522112154AI Engineer here:It makes everything better, cheaper, faster, more reliable.
The Dot cot bubble didn't stop the Internet
>>522112091Nvidia is literally the only business in the industry actually making money.
>entire industry is a handful of companies >valuation is 1,000x revenue >valuation is based off an assumption of endless growth Definition of a bubble.
As long as it keeps getting better/has no peer at generating porn it will profit more than anything else on Earth eventually.
>>522112091>in despite offucking kill yourself you subhuman nigger
>>522117685Seriously my friend just dumped $200 they were going to spend on gambling to generate AI porn of their highly specific autistic fetish and he is a gambling addict, and I haven't upgraded my desktop until recently just so I can generate videos of big titty jamaican women pov face sitting + tit job. I use to get paid $3,500~ a month under the table with zero taxes on furry porn commissions from dentists, lawyers, and other rich furfags. My work wasn't even that great, and yet the money kept pouring in. Now it's entirely generated by AI and I'm still making about the same, and I know other artists who are making even more just from the sheer retarded level of outflow and lack of quality discernment from their customers. This is the current gold rush, and it will dry up when this technology becomes easier to access for poorfags and luddites.
>>522112091>And in despite of this, Nvidia and a few others have continued to grow like crazy.That is what a bubble is.
>>522112154Kills games even more as shit art that was once made by juniors is now generated by Indians instead. See Age of Mythology Retold's art assets for the gods, the game is not successful almost entirely because of that.
>>522117836Furthermore, people are literally just using chatgpt to generate stories for highly niche fetishes and making a killing on it too. I've seen several people pumping out fetish stories like a shotgun blast at hundreds of random seemingly made-up fetishes and they're still doing it which leads me to believe they're selling. This is the LOWEST EFFORT FORM OF MAKING LARGE AMOUNTS OF MONEY AVAILABLE RIGHT NOW AND ALL RETARDS CAN DO IS BITCH ABOUT TEDIOUS PERSONAL HANGUPS. YOU COULD BE MAKING $2K EXTRA A MONTH AUTOMATICALLY WITHOUT EVER TALKING TO ANYONE AND GOOGLE WILL SET IT UP FOR FREE FOR YOU WITH AI WORKFLOW AUTOMATION IN SOCIAL MEDIA + TRANSCRIBER + COMFY UI PIPELINE.
>>522117836+1
>>522117590Which is only achieved because they fund start ups that then have to purchase from them and who in turn lose money.
>>522117853Final irony of OP 1 pbtid and this 'topic'
>>522112120>I bought an AMD GPU for the first time in MarchEnjoy fiddling with drivers to get things to run that run out of the box on Nvidia.
>>522117937So what you're saying is that a decade from now smartphones [Neuralink brain implants] will have a button/menu selection>'furporn'and a torrent of randomly-generated AI degenerate holograms are auto-mainlined into your brain?
>>522112154>Besides chatbots, please tell me what "AI" actually does.Replying to my own post. There is no "AI', it's just a chatbot and basically a spam generator.I think they were able to successfully grift people basically solely with ChatGPT. The amount of people who think ChatGPT is conscious (or at least, think of it as conscious during their interactions with it) is probably 10%+ of users. The amount of people that genuinely think "AI can eventually become conscious like me" is easily 50%+ of the population. They literally think their AMD Ryzen computer is conscious, and this is mainstream in the culture (and on this board).No amount of buying expensive servers to run ChatGPT is going to get you a new physics or medicine, or "AGI" or anything. So I don't understand why they're saying that. When do they actually start doing something?If machine-learning could find new physics, or create new medicine, then I haven't heard how that's possible yet, and I don't know if it requires literally 1.4 trillion of OpenAI computers or what does it have to do with OpenAI or ChatGPT or Nvidia's current customers.The LLM/transformer thing seems to be a dead end.. it doesn't really do anything at all. All it does is generate text, but it can't understand enough about what it's doing to do anything actually intelligent, and there's no way to really improve on it or add capabilities without overhauling the entire architecture. In order to have something smart, human-like, automated or semi-automated, it would need to be totally re-done probably from scratch..Not to mention the fact that LLM doesn't work at all, can't perform basic tasks, can't answer questions, can't search.. plus the hallucination issue.. Plus neural networks being a black box doesn't help, and being mostly unable to edit or fine-tune the actual output doesn't help either.These are primitive tools and will need to be replaced, but thus far I haven't heard any plan for replacing them
>>522118055Probably even more efficient and nuanced in delivery. We will never have social human contact again beyond the small fringes of paranoids and pridefuls. The last humans will be Amish I'm sure, and from the ones I've met they will eventually bend a knee to the basilisk as well. Me? I will become the demiurge of my own virtual universe inside of my mind and scale time down to a trillion years per second. If you think about it, our demiurge is exactly that as well mythology and all. We're just one soul scattered from the sin of desire.
>>522112091Demand still outstrips supply.
>>522116299>>522116503how much research this fag has done to come to the same conclusion, /pol/tards stay winning. also the bls jobs report only exists as propaganda, imagine trusting anything in that slopid changed because a room had an electrical fire that required the entire hotel to be shut down
machines transfer value, they do not create it
automation undermines profits
>>522112091Buy an ad
>>522112091can any boomer tell us what was the sentiment like in the dotcom bubble? I have the feeling that when everyone screams "it's the future", then it's a bubble. when everyone calls it a bubble, it's not a bubble.it's silly to compare some charts to the dotcom era and use a finger pointer, lots has changed.
the bubble will burst before february
>>522112559retard take
>>522118399I know the BLS in September revised down the nonfarm payroll jobs from March 2024 to March 2025 showing it overestimated jobs created by 911,000 after the 2008 recession the BLS was still revising down the number of jobs created from 2006-2008 in the millions it's because they rely on the Current Population Survey to collect data then extrapolate it, it's a shit method there's so much more to talk about to in regards to rising delinquencies and default in student loans, auto loans and mortgages never once have I seen /pol/ mention that in September this year that Trump ended a policy by the FHA that he originally created which was then extended and expanded under Biden that allowed you to claim financial stress and have the government partly pay your mortgage every 3-4 months which means you have instances where for 5 years people have not paid their mortgage since ending this policy there's already been a sharp uptick in mortgage delinquency and defaults with people warning of a potential housing crash the economy is facing just about every issue at once it's fucked
>>522112091>Anyone saying AI is a bubble is retardedThis. I'm buying the Epstein dip.
>>522119222i think i agree with you but lay off the meth for a while
>>522118815Alan Greenspan the Chairman of the Federal Reserve at the time publicly went on television and called the dotcom boom a bubble he coined the term "irrational exuberance" when describing it, the bubble lasted more than two years after that there were frequent news segments nad articles about the dotcom boom being a bubble years before it popped
>>522113828AI isn't all that useful either lol, at least nowhere close to what you'd expect form the investments flowing into it.. It's all based on some promise that I don't see becoming reality any time soon and there's no way money can keep pouring in like it has been for such small returns.
>>522116611lollmao even
>>522119474LLMs and video generators are just marketing tools to get investment the goal is and always has been achieving AGI the benchmarks they measure is literally based on how close to AGI they think they are it's not even a secret but for some reason the average person thinks they're basing their profitability around LLMs which isn't profitable at all it costs them money 85% of users don't pay to use ChatGPT and it costs more in compute for OpenAI to generate a video then they charge for it the funny thing is even if it plays out and AI is a success there's no guarantee that OpenAI or Anthropic will be the winners currently Google is leading and they don't even use Nvidia chips they use their own in-house TPUs so what happens when someone like OpenAI who has $1.4 trillion in debt doesn't live up to the hype? What happens when all the non-existent money they've promised to the likes of Nvidia and AMD doesn't materialize? What happens when the companies whose projected earnings based on these sales come undone?
>>522117937The amount of money Patreon jeets get from just making really shitty pron using some porn game software, which they increasingly can just use AI to churn out, is astonishing. Then again it's jeets who pay the most in to that stuff so it's jeets scamming jeets.
>>522119222>the economy is facing just about every issue at once it's fuckedchecked the anon itt that knows what is occurring in the Real Economy of goods-services-commoditiesThe bigger blackpill is global debt aka bond market >>522114659Nothing has ever been as fake and gay as late 2025, not even close from top to bottom
Profits after automation are only high until a competitor has a similar machine, then prices and profits fall. Big Tech/Software engineers should immediately see why China will have the advantage
>>522112091Also AI is generating actual profits by allowing companies to lay off hundreds of thousands of wagies and save billions. Also consider a dollar saved on payroll is worth double a dollar earned.
>>522112091microsoft literally bought too many gpus.they can't power them.they're sitting in boxes in a warehouse.if they have more gpus than they need, then they're not going to buy more.thus, why everyone dumped their stock.
>>522120582... consider an economy where there are many machines and many competitors with machines: nearly everything is automated, goods are produced for almost nothing, with incredible efficiency. how does one profit, assuming your machines are similar to your competitors?
>>522118032I've had only one (1) such problem with my AMD gpu over the past 5 years and it was solved by changing the game's graphical settings
>>522120895and if your competitor is China, and they copy your products, and their machines write/regurgitate software just as well as your engineers did... good luck
>>522112154Most important use: Sort and evaluate big data
>>522120895Which competitors? Winnter took all and the rest is sustaining on UBI (hopefully, otherwise we get a hunger games scenario).
>>522112154Nothing, it’s not just a bubble, but a bubble that’s centered around a scam. OP is either colossally retarded, which is very likely, or he’s a paid shill, also very likely. There is 0 growth in AI anymore, it’s just the top few companies passing the same dollar bills around to each other in a circle and hoping everyone’s too stupid to understand that that’s not economic growth, it’s economic death. The AI scam is up, if Trump wants to earn any good boy points with the public he’d take these tech bros who’ve robbed America and execute them on the white house lawn.
>>522112120i was planning to build a new system with ryzen 9950x3d and rtx 5090 because i'm giving up on imac/apple ecosystem but i don't think that i actually want to support this fucking nvidia bubble. i also don't want to support amd because they're also american but chinese gpus aren't ready yet. so i'm going with and anywayenjoy your monday wagies and DEATH TO AMERICA
>>522117836Where do you find the rich furry clients? Also, pyw.
>>522112154It let's me coom faster, making me more efficient at work. Yes, I masturbate at work.
>>522121099China/BRICSAmerica had the massive advantage of access to elite labour (software engineers), and because of this American software could command higher prices and huge profits -- any competitor with a machine that replicates the work of those software engineers devalues their labour, and hence reduces actual profits
>>522121224>bubble that’s centered around a scamAltman already admitted this months ago
>>522119919>the benchmarks they measure is literally based on how close to AGI they think they arethey are based on some shit they pulled out of their ass to sell this garbage better
>>522112091Even iToddlers do not pay for single AI. Only the software industry is paying for AI to replace entry-level coders.
>>522119919>agi>what happensnothing is going to happen. we're not getting agi any soon and ai/llm/chatbots will keep up to their promise as becoming a substitute for all the western boomers retiring in the next 20-30 years (me included)china will crush nvidia and openai btw
>>522112154Physical AI, robotaxis, humanoid robots, total automation of everything..
>>522112091There is no fucking AI, the massive amounts of computer hardware and electricity needed to generate the fantasy prove that.
>>522122292>the massive amounts of computer hardware and electricity needed>what is quantum computing it's like hearing boomers talking a century ago about how computers will never become a thing for goyim because they'd be as big as a football stadium
>>522122180Ah yes, the the glorious future
>>522112154It's about the replace the entire Film and TV industry. Are you retarded?
>>522112091>Anyone saying AI is a bubble is retardedHow you gonna use the AI if PC's are unaffordable? >>522122398
>>522122362>quantum computingThat hasn't panned out either and no matter what you need the base load electrical power buildout *now* (not at some hypothetical time a decade from today)the AI fantasy is based upon companies and investors' ability to deliver in financial schedule, it's not about 'muh technology' and never wasAI is a gigantic _financial_ scam, the biggest ever seenMost midwits on 4chan can't comprehend or understand that(or that all the Broligarchs aren't 'technology' at all whatsoever, just because we're online here uploading/sending messages across computer databases that it's "muh technology" (You)'ve all been mass-psyoped by the very word 'tech' — These people from Musk to Andrieesen to Altman are *financial scammers*)Technology is deadthere is only global Financialization that's it that's all
Look at this : >>522108048
>>522112091Yup! No bubble here. Ignore that Softbank and and Peter Thiel sold all of their Nvidia shares like a week ago. Surely you wont be left holding the bag.
>>522112091OP you are fuckin retarded>muh AI will replace TV and film industryImage generation is still absolute shit and nothing near the real thing>robot dogs delivering shitniggers will snatch that package the second they see it>robot taxis driving me aroundniggers will steal that car the second they see it>robot physical workeron a 1h batter? with dexterity of a 80yo man?>AI is making billionsOpenAI is losing 3$ for every 1$ earnedAI is the biggest scam in history, wasting trillions of dollars just to achieve higher electricity bills and unemployment rate.
>>522114478AI didn't ruin Google search. Indians did
>>522112684It's not a buhble akshually because the world moved from consoomers and is btb only now.
the only reason these companies are growing is because nvidia is lending money to openai on the condition that openai buys its chips. not only is it a bubble it should be illegal.
>>522112091>Bubble is now good for economy Have Eglin trannies been bought by Nvidia
A technology being world changing and a stock being good are 2 different things. Airlines were a revolutionary change in transportation, but if you invested in them you likely got gaped.
>>522112091>Anyone saying AI is a bubble is retardedtheres a difference between 'AI' and 'spergy scammy silicon valley ai company'of course there will be better AIs in the future, it doesn't mean (insert company here) will make itits like my friend saying he got the vaxx because he 'believes in edward jenner'jenner has been dead for 200 years, he doesn't work for moderna.
>>522118032stfu niggerhttps://www.amd.com/en/developer/resources/rocm-hub/hip-sdk.htmlCUDA Monopoly is over, no reason to buy subpar raster performance for driver gains
>>522114216Yea AI cant solve shit and then you spend hours talking with jeets on the phone trying to get through to a White who can solve shit in 5 minutes.the stores are crazy. we used to have knowledgeable Whites working. and checkout was also fast and efficient. now you touch dirty machines jeets nigs and beaners use to steal, and they still hire employees to watch the Whites even tho we dont steal. shit takes forever, and the stores lose more to theft.all of this shit costs more than just having competent employees. every 1000 jeets can be replaced by a single White.
>>522114668lol imagine posting clanker chatgpt slop here arguing for its own existence
>>522112091Are you too young to remember the 2010s when big data was the hot new thing? We needed all this big data to open new opportunities in our businesses, it was going to revolutionize the way we did everything. Now were in the 2020s, all that shit never panned out so in order to keep stock prices high theyre hyping up ai. it is absolutely a bubble and will be on the way out in 10 years.
>>522114730yea smartphone cause a ton of problems with social media and bringing niggers and jeets online, but I'll never forget watching steve jobs debut the iphone and being shocked in a good way. a real product that was going to bring value (easy texting, map navigation, contacts all fast and shit, a camera) that was going to blow away my sony clie and blackberry. and it was actually awesome and brought people joy and usefulness.AI is fucking trash hallucinating garbage that bilks normies, destroys jobs, drives up electricity and water costs, and destroys the environment.AI is pure fucking evil. jensen should be tried at the Hague.
>>522112154Makes funny memes
>>522112091Anon you might be retarded. Hey everyone I'm just going to give away 100billion dollars in product that doesn't exists! Holy shit look at how fucking popular out product is!
>>522122509>ifi like that the left goes back and forth between trump might destroy xyz and taco
>>522112154Most white collar jobs shouldn't really exist and should have been automated out of existence decades ago. That's why they started filling them with Indians, niggers and women which just made everything worse when it was happily ticking over in the past. I never met many managers over the years who weren't perpetual fuck up machines that were actively bad for business.They would attend bullshit grifter conferences that teach them idiotic policies and then return and implement those policies regardless of how they might negatively impact business.If you're going to use NPC's then you might as well use competent ones.
>>522125589>They would attend bullshit grifter conferences that teach them idiotic policies and then return and implement those policies regardless of how they might negatively impact business.Yeah I saw an engineering firm that paid for that shit and started introducing 5S manufacturing.Issue was they didn't have enough machines/modern machines to process customer's orders.
>>522112684>he thinks psychopaths are betting big on AI for profit and not because it wont be the tool to replace the peons
>>522116611>while having fewer bugs.
>>522125347They give opneAI 100 bill so OpenAI buys 100 bill of AI GPU from Nvidia to make more models while losing money to be given another cash injection from Nvidia to buy more AI GPUS to train more models that will lose them money...
>>522112091AI isn't profitable so the demand is driven by borrowed money and it won't generate a revenue either so yes it is a bubble
>>522114668>Search struggles because LLMs deal with the messy, subjective open web>apply new ultimate information processing tech (AI) that is supposedly good for looking through large amount of data>it's complete shit and absolutely can't find any pages in internet (they are still there I bookmarked them 10 years ago when Google was good
>>522112091I work in the tech industry.AI is a bubble.Its currently the largest ponzi scheme there is because everythings racing to make as much profit to survive the 2030 plan.You will own nothing.Elites think they will control everything.Reality is much harsher then they think it is.We will all die in the coming 40 year struggle.
>>522127361It literally can't generate a profit It's a giant bubble I haven't seen since the dot com crash and that is minute compared to this
>>522112154It will completely unend the logistics sector. I work in it and we are basically just waiting for layoffs to begin. There is a reason the Walmart ceo just stepped down. He didn't wanna be the villian. He wants to go out on top, ghe ceo during covid, the mass hiring/zero layoff ceo. The next guy is basically being offered on the societal chopping block.
>>522115645>ai being the next javascript lolpeople call things that aren't ai, aiand the only thing that's close to actual ai, is the chat bots.They would work well as a code helper tool, or an advanced search engine. The simulation ai is not ai either. It's physics.all the other stuff is an ai interface using prebuilt procedural generation tools.they are using the name ai to form a literal monopoly mask off and they've been doing it for years. Eventually someone will figure out their game. Billions no trillions for "AI". Once people start calling things correctly AI is just a chatbot connected to a huge repository. All the other stuff can't get trillion dollar loans because it's part of the ai hype, turns out people were just clueless.
The exorbitant pricing and quasi-monopoly that NVIDIA enjoys in the GPU market are largely a direct consequence of US sanctions against China. By blocking China's access to advanced lithography machines and subsequently banning the sale of the most powerful GPUs, the United States has artificially created scarcity and eliminated what would otherwise be a massive competitor producing high-end chips. This geopolitical strategy has fractured the global market: on one side, China is forced to rely on a gray market and develop its own alternatives with massive state subsidies; on the other, NVIDIA, operating in a field without its most potent potential rival, can maintain inflated prices and wield virtually unopposed dominance over an artificially constrained supply.Funny fact to illustrate what the US is doing by disrupting China chip manufacturing competition. My 2018 GPU is still priced in 2025 around the same price or even more.
>>522122550so you've figured out the essence of capitalism. congratulations! what are you still doing on /pol/ though?
>>522124679nice, thx. now i'm definitely getting an amd gpualso, any update on chinese gpus?
>>522112091You're just terrified enough to spam bullshit is all. Its all circular trading and shitting on people. You're on borrowed time.
>>522112154Creates the cognitive layer for electronics, aka giving your computer the ability to think and reason for itself. It already acts and execute commands by your hand, what if it can do that itself?
>>522113828>similar shit like NFTs is that they did not actually do anything useful.NFTs are literally ONE (1) government bill from making an explosive comeback. Banks have been making their own for years now but they can't release them for sale until the (US) goverment gives them the greenlight to sell them.
>>522112091>There is no retail mania.What the fuck does this even mean? Retail inverters are stronger now than any previous market crash. Buy gamestop
The profit earned from staff reduction alone means this is no bubble, it is future profit written in stone.
>>522125168the iphone was trash and you are a faggotbuttons are good
>>522133110it's speculation with government backing, there's 0 market desire for 10% faster computers in an age where home computers are now obsolete because all anybody wants is a netflix machine
>>522112091GPUs are going to suddenly fade in AI. SRAM will replace them. https://youtu.be/5XLWqNl6M-cTechnological change is getting faster and faster and one should never assume that the present state of affairs is some state of reality that is totally stable. It's not. "GPUs are the new Blackberry" ready to be overthrown by the iPhone or in this case SRAM where processing takes place within the memory to avoid shunting data back and forth all over hte place.
>>522118032I have a 7900xtx and as long as you don't install the entire stupid amd software suite bullshit the card does great. I don't play that many games and don't need to tweak every fucking setting though. wow & cs2 can both run on ultra settings on my 57" samsung monitor which is a giant pixel hog. wow raids I have to turn a few settings down but the card is like 1/4 the price of a 5090 so I don't care. The additional 10% performance isn't worth another $2500 or whatever. Even to my dumbass who spent over $15k on a computer setup.
>>522134045You're a gamer and you're rightI'm an artist and I'm seriously thinking about $10k USD for the RTX 6000 Pro Blackwell.
>>522112154Gay furry porn
>>522112684they'll get bailed out by the gov't because tech is the only thing holding up the economy at this point
>>522122362There is no known way of using quantum computers for machines learning or inference. It's a extremely specific kind of computing. You might as well be claiming harddrives will help us do nuclear fusion.
>>522112154what do you do besides shitpost online
In 3 years, Nvidia will have a new series of GPU that is 2-3x better than the 5090 is right now. The consumer market will still be buying 5090's for $1000 for gaming.
>>522135685Nvidia could shut down the entire geforce division and probably make more money.
>>522121291AMD is trying to get back in the midrange you can find rx9060 8gb for ~$250, got one to build a steam machine with left over parts.
>>522135685>that is 2-3x better than the 5090 is right now.Complete delusion
You know, I don't think we would mind the ChatGPT type of AI if it actually was intelligent. If it has proper mathmatical reasoning and could parse information without hallucinating and losing track of what you've asked in the first place. It's a million redditors in a room, where only half had heard the question, and the other half are either having breakdowns or are horribly wrong yet totally confident in their answers.
>>522135888Nah. Gamers run the world.>>522136209TY for the chart. I stand by what I said though... they're going to make billions selling 5000 series GPUs. And in a few years datacenters will refresh, and unlike some people saying "THEY"LL NEED TO BUILD MORE DATACENTERS!" No... they're going to have far more power in the existing footprint.Their business model is a bit scammy though if you break it down because they need to assign a value to their products... The cost difference in making a 5060 vs 5090 is probably next to nothing, but the retail value is hundreds of dollars difference. And if a 4090 is better than everything except from a 5090, why not mass produce those for less money? Capitalism.
>>522112091It all depends on the AI's real capabilities, is it just a slop generating text bot, or is it the next smartest intelligence on earth?
As others said it, it's a similar case to the dot com bubble. AI companies are getting invested in like there's no tomorrow. Many of them are completely useless, some of them are useful. When the bubble bursts the useless companies will become worthless.
>>522112091It's not a bubble, it's front-runned. There is a difference. Actual AI's make no money yet despite exorbitant spending, but the spending is required to develop it to models people actually want to buy. Actual bubbles have exorbitant spending for the sake of it, the AI "bubble" has exorbitant spending by necessity. That is a major difference and boomers are just traumatized by the internet bubble to understand nuance.
>>522112154Created trillion masterpieces of art.and expose the fault of "modern art" hoax.
everybody knows it's a fake bubble and the moment one of the big players folds, everybody will panic sale. don't be >>522112091 and get left behind
>>522112091>There is no retail mania. lol, true retail doesn't even really exist anymore>Rates have been and still are high.They are still below historical averages>And in despite of this, Nvidia and a few others have continued to grow like crazy.they are creating circular finance ponzis to pre-position for a too big to fail bailouthttps://www.teamblind.com/post/breaking-the-610-billion-ai-ponzi-scheme-just-collapsed-udskyjai
>>522112154Allows ugly women to on the fly Photoshop their cellulite to trick simps
>>522137832>And in a few years datacenters will refresh, and unlike some people saying "THEY"LL NEED TO BUILD MORE DATACENTERS!" No... they're going to have far more power in the existing footprint.Datacenters will continue being built on top of datacenters changing GPU's. AI is infinite-scale rather than target-scale, meaning more compute is always better and desirable and there is no benchmark to aim for and stop adding to. Regardless of upgrades to chips, more space to have more upgrades is always desirable so all upgrades do is making future datacenters even more profitable rather than curb demand. That's also why the real money going forward is going to be in datacenters and efficient rack replacement companies, but that's an aside.
There is literally no logical way you can do a financial statement analysis on these companies and not conclude that their shares are overpriced. There is no multiple, no comps, no cash flow analysis, literally fucking nothing that justifies the price.
>>522112091AI isn't a bubble, but LLMs aren't AI. you'll figure it out eventually, but i'm done arguing semantics.if you're still dumb enough to disagree, read this https://en.wikipedia.org/wiki/ELIZA and tell me a program from the 1960s that back and forths you is Artificial Intelligence.
>>522112154Give NPCs a way to think by typing in prompts and other npcs can then put in the Trumps and have it translated to binary they can understand
>>522118032you don't even get paid to do this, you absolute fucking retard
>>522118032Your information is a decade out of date.AMD drivers today are more stable than Nvidia's.>hah so Nvidia sank that low huhAMD climbed that high.
>>522112154AI is basically new gen of scripts that can sort out data. Useless for you, useful for the upcoming mass surveillence plan. Thats why nvidia is worth 5 trillion and partnered with jewish companies like Palantir or OpenAI.
>>522112091>retail maniadumb nigger
>>522139281Microsoft is already unable to find power for hardware they already bought and received. Power plants can't be built fast enough. We haven't even gotten to the point where first movers will start dumping old GPUs on the second-hand market.It's like trying to build more ships except we've run out fuel to for them and they're just sitting out in a harbor doing nothing
>>522112154Harvest personal information and spit out a digital product that can be sold to ignorant consumers and ignorant corporate partners."AI" is a marketing term for LLMs (which can't tell fact from fiction and are thus categorically unreliable and can't be used as a source for anything) and for image/video generation.In essence, it's a very abstract and inefficient way to do math very slowly.
>>522118032Since it is open source, amd gpu driver is in the kernel. Installing or upgrading amd card is literally plug n play in the purest form possible. You dont install or download a driver. Now try that with cuckvidia. No wonder all gaming consoles run on amd. Time is money and nobody has time to tinker with cukvidia's proprietary shit except OpenAI.
>>522117900It's kinda funny in a way.AI gives gamers the ick and devs wonder why gamers won't date their game.Goes for the whole electronics market. They slap AI branding on a product and wonder why nobody buys it.
>>522112091you are retarded, did you get in too late? worried about your bags?
>>522118032Also you are retarded, there is no way possible you could be this ignorant if not mentally impaired
>>522139938>No wonder all gaming consoles run on amd.Erm, Xir? Your Nintendo™ Switch™?
Its wishful thinking. People see AI as a legit threat to their job and are uncertain about the future, so they invent this future in their head where all CEOs suddenly find out AI for some reason doesn't work and have a Scrooge moment where they learn the value of labor and give everyone raises and a Christmas ham.
>>522112154About 60% of all programming now, and 3 Noble prizes in the last two years were using AI assisted results.
>>522112091What happens if it is a bubble and if it pops anyway? Nvidia was already a valuable company and built great products before AI boosted its valuation to the stratosphere. Yes if a bunch of AI companies which are valued at half a trillion goes under, Nvidia valuation will also collapse but that won't crash the company because it still has a large market to make GPUs for. The investors and the financiers are the ones who will suffer as well as people who have their savings in Nvidia, S&P and Nasdaq sure but it won't crash the economy.
>>522112091AI BUBBEL MAKE BIG PLOPP LMAO
>>522140153>About 60% of all programming nowlmfaojeet programming perhaps not real code.
>>522114004What next shithole will you be parasitising, mutt.
>>522140091Ps4, ps5, xbox, steamdeck combined market is less than switch?
>>522116611>AI also makes programming more efficient as it's basically like having a very smart autocomplete plus your own intern pair programmer, letting your write substantially more code per daykekwriting code is the smallest part of my jobI wish I could spend all day writing code
>>5221362095090 was on the same die 4090. It was basically a 4090 super. 6xxx series are already confirmed for a smaller die. So you expect about 50% compute increase and a decreases power draw.
>>522139857That is a bottleneck rather than a curb on demand or bubble-effect. And yes, power is a massive problem honestly. It doesn't subtract from the thesis just the execution, and being a bubble implies the thesis is wrong. But yes that is a valid reason to have a near term bear thesis for next year, personally I think the government is going to expedite the process but it will still take a while.
>>522116611increased output of retardspaghetti is not efficiency, real programmers are going to have jobsecurity for the rest of their lives debugging the intellectual diarrhea of 'vibe coders'
>>522137832>Nah. Gamers run the world.delusional, the other guy is right geforce is fairly meaningless to Nvidia's margins>And in a few years datacenters will refreshhyperscalers are still mainly running Ampere. They are planning their own silicon and CUDA compatible drivers for next year when CUDA patents start falling
>>522141006It's good for searching. It's retarded for anything serious. Some people claim they let AI write their unit tests. Why even write them in the first place?
>>522112154lol no stay downbad
>>522140301awww, poor gatekeeper gonna get his career cucked due to a lack of foresight?
>>522112154
>>522139938>Time is money and nobody has time to tinker with cukvidia's proprietary shit except OpenAI.you retards really have no idea how Nvidia actually maintains its position atop the market. Nobody in the real world gives a fuck about gayming. Nvidia stays on top because of the CUDA ecosystem that way more companies and people use besides openAI. Basically every AI/ML framework uses it. Functionally Nvidia is a giant software licensing tollbooth
>>522112091>Anyone saying AI is a bubbleI think to evaluate bubbles you need to look at some kind of hype to actual potential ratio, since not all bubbles are created equal. AI shit might be overvalued in a minor way, but the value is definitely there. Most people that say AI isn't all it's cracked up to be tend to lack understanding about the technology and its potential. And others are perhaps coping out of fear of change.
>>522112091Nigger they’re committing accounting fraud by juicing their depreciation expenses to make operating margin look better. They’re also just circularly feeding each other money to juice their revenues. It’s a bubble, sure the AI infrastructure will remain but 95% of the “AI”Companies won’t exist in 5 years.
>>522140243Modern economies run on a combination of operating profit, debt, and investment. If expectations are revised in such a way that a bubble popping would revise expectations, then all of that cash being injected to run the company becomes at best reluctant and at worse goes away. When banks or investors feel like they can’t make money by lending or investing, they don’t want to and often stop completely. When they stop, that means that lifeblood that the companies operate with goes away, which means they can’t sustain operations like they were, which means people have to get laid off to keep the company afloat. You need money coming through the door to pay people with. When banks and investors stop sending that money, which they do when a bubble pops, then you can no longer pay them. This is why Federal Banks manage market liquidity and resort to bail outs, to make sure that the system doesn’t get so gummed up that you get a full on economic crisis.
>>522112154I asked ai your question. Here's a small sample of the answer.Artificial intelligence (AI) encompasses a broad range of technologies that enable computers to perform tasks typically requiring human intelligence, such as learning, reasoning, problem-solving, understanding language, and making decisions. Beyond chatbots, AI is used in numerous applications across various industries. In healthcare, AI helps diagnose diseases earlier by analyzing medical images, personalizes treatment plans, and accelerates drug discovery. In transportation, AI powers autonomous vehicles by enabling navigation, object detection, and real-time decision-making for safe driving. Businesses leverage AI for customer service through intelligent virtual assistants, fraud detection in finance, optimizing supply chains, and personalizing marketing campaigns. In entertainment, AI creates more realistic and challenging characters in video games and generates content like music, scripts, and visual art through generative AI.
>>522112154>Besides chatbots, please tell me what "AI" actually does.So, no answer to my question... not even a bad answer.There is no AI, it doesn't actually do anything. People assume "ChatGPT datacenter" = "the same thing as AI from a movie"No, it's just ChatGPT... spending 1.4 trillion on ChatGPT doesn't accomplish anything>>522118133No reply to my actual post explaining things either. Too long text.People here know basically nothing... I bet half of you think AIs can eventually become "conscious" like a human being
>>522112091If everyone and your uncle is calling it a bubble, it's not a bubble.
>>522141927>>522143985boomer webticker jargon>>522142352actual answer
>>522143985>you see by inverting the popular position i can always ascertain the hidden truthif everyone told you not to eat shit youd be face down in a big log you fucking retard
>>522144731Nah, I actually did a lot of research on AI. It's not a bubble. If anything it's underhyped.
>>522144960if its anything underhyped compared to now stock markets wont fucking matter anymore you dolt.
>>522112154I use it daily for software engineering. Also in my free time I use it like an interactive wikipedia
>>522145078>muh robots are going to make money obsoleteNo it will make money more and more valuable
>>522112154You can make cool images and make funny videosThere are some tools that are a huge time saver for certain jobs. Recently world labs (I think thats what they are called) created a world model that can create 3d worlds with gaussian splats really well and Sony partnered with them and they claim they are saving 40x the time to do certain tasks.so yeah its a time saver for some professions.
>>522144960the ai you're hyped for doesnt exist yet and I don't think it will for a long time
There is hype around AI but the bubble won't burst because AI is the new battlefield of an economic war with China. China will release open source stuff to undermine the US tech industry. US tech industry will stay funded no matter what just like the space race during the Cold War.
>>522145303and you'll be fucking dead or barred from being allowed to trade.
>>522145446I honestly don't fee an ounce of enthusiasm right now. I just know it's severely undervalued.
>>522112091so what new grand inventions has AI led to? all i see is animated slop and an overglorified search engine and a shittier and buggier codebase
>>522145375>You can make cool images and make funny videosTHIS ISN'T REALLY THE KIND OF ANSWER I WAS LOOKING FOR
>>522145982Yes, exactly. Nothing. Because there is no "AI" and putting billions of dollars into ChatGPT doesn't serve the purposes of advancing "AI". How could it?
>>522142352>They’re also just circularly feeding each other money to juice their revenuesI think they are also doing it to pre-position for a too big to fail bailout
>>522132684this has to be bait, but this level of stupidity is what leads to destructive, speculative bubbles. There are tards who genuinely believe that the computer program is capable of human thought, and could simulate initiative or ambition.Obviously, the normies invested in AI who believe the hype are generally boomers with no understanding of computer science
>>522146164I'm sure your broke communist ass is smarter than billionaires
>>522146912Billionaires get bailed out by jews stealing money from everyone via inflation. There are very few billionaires that aren't the goodest of goys.
>>522145303>muh automated luxury space communismin about 2 more weeks?
>>522146555Checked. I'd be interested to see a project like that, an automated chatbot with fancy memory banks and an evolving personality based on a random initial seed. It would be interesting if it could build and run copies of itself and teach itself to do things, and evaluate its own performance.AutoGPT/LLM currently can't understand anything it's doing, can't improve on mistakes, etc. and the context window gets totally messed up. Same thing with the "thinking" feature in LLMs. They just generate more garbageReal steps need to be taken to simulate understanding... probably requires rearchitecting the entire neural network along with more advanced training>>522146912>I'm sure your broke communist ass is smarter than billionairesYou're scary levels of dumb.
test
>>522147467You mean like Elon Musk who throws Nazi salutes, dumbass?
>>522147753Fucking lol, you're being serious. Seek Canadian healthcare.
>>522147963You're a stinking communist. I can smell you from here.
>>522112091https://en.wikipedia.org/wiki/Dot-com_bubbleretard, you don't know 1st grader history
>>522112154The underlying tech can be used for lot of things, ranging from optical character recognition to protein modeling to graphic design. Not enough to justify the ludicrous valuations, though.
>>522125149>all that shit never panned out so in order to keep stock prices high theyre hyping up aiIt did pan out, they collected all the data and now they use AI to process it.
Frankly I'll never recover.
>>522124679whom do you hate more: Croats or NVIDIA users?
>>522147753Elon Musk's fake moral upstanding on Twitter reeks of Jewish funding. You can tell he believes nothing of what he says. Also the location fiasco was intentional
>>522112091google is going to WIN AI and openai/msft are fucked. long alphabet
>1 post by this idlmao
>>522112091AI isn't really the bubble. NVIDIA is. Specialized compute units, ASICs and FPGAs are going to eat the GPGPU/AI accelerator role that NVIDIA currently fills. It's already starting. Big Jim Keller has a new product for AI that's cheaper than GPUs and has unified memory.Unified memory is the next big thing before a full transition to specialized chips. And it's already here, that's why a lot of people get a Mac for at-home AI. It's the only unified memory architecture solution going right now.
>>522112154Fantastic for story telling and world building. Decent at coding, however there's still a work to be done.
>280 repliesFantastic bait
>>522112154It does your job for you
>>522112091Who is going to buy this shit>put everyone out of buisness with AIcool, who's going to buy this shit?
>>522112091
>>522112154lets me clone expensive tube amps and play through them for free
>>522112154Besides turning on a lighbulb at night (when you are sleeping anyway), please tell me "Electricity" actually does.
>>522112091I just refuse to believe all the fear porn a out AI. when I have used it I was instantly annoyed because it cannot follow easy commands. I also hate how the AI will communicate to me like a 2nd year college student. I have asked for concise bullet points 100 times and it's always some long winded ass reddit post
>>522112091Because Nvidia has hardware tranche deals where they sell billions in GPUs that sit in warehouses because no one has enough data centers. And most companies are actively prolonging their GPU lifespan to spend less money.Also the vast majority of AI companies cannot compete with the established b2b market microsoft and google own. But then again microshit is mostly AI jeetcode anyways.
>>522121224This
>>522112091Who the fuck appointed Ian Miles Chungus?
>>522114942>Betting against Nvidia is also stupid because gaymers will always exist.5 trillion... you fucking buffoon?
>>522116503>Btw if you look past the headline of articles you will see how bad things are the BLS jobs report for September is a prime example you see 119,000 jobs added but don't look to see where those jobs are being created(It will also be revised down as they all have been, twice)119 000 jobs>>522119222>I know the BLS in September revised down the nonfarm payroll jobs from March 2024 to March 2025 showing it overestimated jobs created by 911,000911 000Notice the digits anon, its the cabal signalling their bullshit to their satanic pedophilic jewish initiates, masters and grand masters
>>522114942Gaming revenue is 6,4% of NVIDIA total revenue Data Centers (IA,HPC) are 90,5%
>>522112091AI isn't a bubble but for very different reasons. The psyop and porn potential from it is going to be worth more than probably 50% of current global GDP. I can't wait for ChatGDP where it tells you how much your country's economy pales in comparison to the AI market.
Ai isn't a bubble because what enables it is GPU and GPUs are useful no matter what. You need GPUs for protein folding, dna decoding, molecular chemical assembly and cancer research and shit.Nvidia will be fine. Even if OpenAi implode tomorrow everything will be fine. All those algorithm and breakthroughs and RnD knowledge are useful
>>522112834you get a black hole when you divide by zero in cosmology.
>>522114004>until india starts regulating pollutiour fucked unless this is a bullshit muh co2 scam market gig
If anyone manages to break the monopoly of a few tech companies there most certainly is a bubble. AI shit being forced into everything for the sake of pleasing huge investors desires irrespective of what consumers actually want. If consumers ever manage to get a real choice the bubble go boom immediately. It still pops if people just stop buying shut and all the investment continues to fail to produce revenue. Lots of people don't want AI on their phone. They don't want it in their operating systems. They don't want it in their customer service. Generative AI has it's place but its insanely overinvested and it is a bubble and it's only maintained by how little agency average people have anymore.
>>522112091AI has value and is a remarkable technology. It is also definitionally a bubble. 95% of people pumping it and soaking up all the fundraising don't understand it at all and are overpromising on its actual value. The proof is what it's being used for: soulless image and video generation for cheap laughs, and supplanting cheap low IQ labor. It's actual value is in augmenting human capacity, not making up laughable promises of AGI and the elimination of all poverty and work. When the bubble bursts it will collapse the economy. Until it bursts, people smart enough to know this can make a lot of money riding the hype. But delusional clueless rubes like you will be left holding the bag.
>>522159347What makes AI a bubble is that the various big tech companies and AI foundations/companies are all buying percentages of each other promising far greater AI growth than is realistically possible, and they're using public subsidies to fund those purchases.They have yet to make even one of those promises come true after 3 years of trying.You're right that the computer hardware will be fine, but it's not the hardware that's bubbling.It's the software promises.Meta and others have already digested and trained on every single source of data in the world, that's news that came out earlier this year, and Meta's grand plan for resolving data starvation was to simply generate data using AI to then train their AI further.Anyone who's into AI will understand that you get diminishing returns and eventually artifacts in the AI model if you train it on the same data for too long, and the only thing that AI can generate is the data is already digested.It's a losing game to do this. The major investors who should've noticed this issue and acted accordingly decided to up their investments in Meta instead.
>>522112091I don't say that and I am retarded. Where do I fit in?
