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/pol/ - Politically Incorrect


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Does it still make sense to invest in Nvidia, or is it better to sell now, or wait until OpenAI's chips are widely adopted?
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>>541564776
I got out. Without hitting my target order. The risk is too high right now and -- genuine market advantage or not -- they're going to be a casualty of the bubble. There aren't any players left who haven't already been pouring fuel on the fire just to keep it burning. Who is going to come to the rescue? Infinite bailouts won't keep the market paying high prices for a product that doesn't fulfill its purpose. Genuine investors are leaving.
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>>541564776
Right before the bubble bursts is always the best time to buy
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>>541564776
This is now not about chips, it's about NAS and optimization
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>>541564776
>up to
>up to
>up to
k keep me updated.
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>>541564776
I'd hold off on that. The AI market is getting shakey, investments are not getting the returns they wanted and datacenter projects are being cancelled. The AI bubble might shamble on for a while longer, but the explosive growth that it had before is probably over and its much more likely to suffer a major collapse in the next year unless something dramatic happens.
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>>541566311
>investments are not getting the returns they wanted
Based token burners did they job
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>>541564776
if I was nvidia, I'd build an HBM fab or two. HBM is what makes ai possible, not nvidia's chips. We will probably never be able to produce enough HBM.
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>>541564776
>another magic chink chip
2 more weeks
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>>541564776
>Built for GPT
>>
I want the bubble to burst and I want all the techbro assholes to lose everything. I already can't afford to upgrade my PC so fuck it, fuck them all, let it burn.
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>>541567009
We all do, anon. AI as a research tool is pretty strong, but the immense bullshit they have tried to pull on us forcing it into every service on the internet and building thousands of datacenters to make it happen has been a massive net-negative for the world.
I deeply regret that we can't simply make AI go away forever. The genie is out of the bottle, and we have to live with the consequences.
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>>541564776
openai aren't the only people making ai asics
everybody is making them
google is already on 7th gen tpus or smth
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>>541564776
>Chips
Yum kimmy loves chips, whatcha got anon? Ranch?
>jalapeño
Ahh, spicy. I see

>>541567192
>immense bullshit they have tried to pull on us forcing it into every service on the internet
They're competing for training data. It's the only way to make AI's "better" instead of just bigger - they need to force humans to interact with AI as much as possible so they can use the heaps of training data to train the new generation on AI. Human interaction is the only thing that's actively preventing model collapse. These billion dollar models are propped by by Redditors occasionally saying something interesting but mostly all training data has been exhausted and we've encountering diminishing returns.
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>>541564776
>x faster
than what?
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>>541565167
Trump will bail out nvidia by just printing more dollars. The dollars you got for selling will be worth a lot less, while nvidia stays the same worth.
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>>541565167
You left a bit early, I predict the best timing of pulling out before cum all over will be the first half of 2027. There will still be a large batch of new models available by the end of this year and the sentiment will be carried over through the holidays. After that, I’d say roughly the same time next year, the entire house of cards and Ponzi scheme will all fall apart.
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>>541567723
>They're competing for training data. It's the only way to make AI's "better" instead of just bigger - they need to force humans to interact with AI as much as possible so they can use the heaps of training data to train the new generation on AI.

This was the theory, yes. The problem is that in reality its not that simple. Training your AI on a curated dataset is powerful. Training your AI on human interaction across the internet was not the wonderfix they thought it would be... because most people on the internet are *dumb*. The AI is constantly being fed poison pills by people posting inane bullshit or wrong opinions or culture war nonsense, and as long as bot accounts give those responses 100,000 upvotes the AI can't tell the difference between that and something actually worth remembering.
They are having to constantly tweak the models and purge data sets to flush out the internet's bad takes so that someone doesn't ask for a recipe for cornbread and get the instructions "Preheat the oven, mix butter and flour, hitler did nothing wrong, goblins are easy to hypnotize."
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>>541564776
No one knows, just like the dot com bubble crash no one can safely predict when it will pop. Just follow the advice of buying high and selling low.
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>>541564776
Even if OpenAI wasn’t full of shit, nvidia cards are still the best for training
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>>541564776
Man computers might as well run on magic for all I know. How do you fuckers know about all this shit? I mean, I understand knowing HOW to USE computers…but wtf with all the technobabble? What do you get out of it?



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