Yes it is. Everyone knows it. We're just waiting for it to pop, that's all. Wait for China to refactor their DeepSeek v3 to run on Huawei chips. Then you'll see the US stock marker crash.
Only if you think the market is not significantly shifting. Saying this now is like saying how much dirt will be needed to fill in a sinkhole while it's still caving inwards.
Chips are unlike cars and there is very little wear and tear. If depreciation of Chips and subsequent losses is your criteria of how this bubble will burst, you may be in for a rude awakening. With Moor's law already finished, the Chips can be used for at least a decade or more even with lower efficiency and more power usage.
>>We could not verify the name of the person who describes themselves as 'GenAI principal architect at Alphabet' and therefore we cannot 100% trust their claims.
I get your point. I'm not talking about AI in the future of the economy after the bubble burst settles. Or about the technology in the future. I'm talking about the cold hard economic calculus / numbers staring us near term in the face.
Yes it is. Everyone knows it. We're just waiting for it to pop, that's all. Wait for China to refactor their DeepSeek v3 to run on Huawei chips. Then you'll see the US stock marker crash.
What if we admit it and also approve it?
Stock pumping is this generation s real estate
Forecasting the global AI market revenue in 2030 when we're only about 1,000 days since ChatGPT launched seems unlikely to be accurate
Yeah but that's where the numbers need to be to make the current spending add up.
Only if you think the market is not significantly shifting. Saying this now is like saying how much dirt will be needed to fill in a sinkhole while it's still caving inwards.
Sure, some companies and products might be overvalued - so what?
Why do some people insist on screaming about this from the rooftops?
Chips are unlike cars and there is very little wear and tear. If depreciation of Chips and subsequent losses is your criteria of how this bubble will burst, you may be in for a rude awakening. With Moor's law already finished, the Chips can be used for at least a decade or more even with lower efficiency and more power usage.
The failure rate of GPUs is quite high.
https://www.tomshardware.com/pc-components/gpus/datacenter-g...
>>We could not verify the name of the person who describes themselves as 'GenAI principal architect at Alphabet' and therefore we cannot 100% trust their claims.
Here is a counter claim (not study): https://cyfuture.cloud/kb/gpu/what-is-the-failure-rate-of-th...
Good luck timing the burst, everything is a bubble
Check out page 6 chart 1 "US real GDP growth contribution from tech capex"
https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/ins...
Earth is?
Possibly yes. Artificially kept going by the Sun and Earth's own molten core. Once those go out out it's game over for earth.
Earth appears to be generating at least one species that is capable of atomic matter to energy conversion. Maybe it is planning ahead.
A bubble much like the dotcom bubble. but the internet didn't go away...it was flourishing 3 years later.
Yeah but those companies went bankrupt.
True...the ones that raised $2M with just a domain name and vaporware. THat's notwhat I'm seeing in AI right now
No, WorldCom and 360Networks were fiber companies. A lot of internet infrastructure companies went under.
Yes, but my point is the fundamental tech didn't disappear. Those companies failed but thousands have been flourishing ever since.
The infrastructure got delayed significantly.
I get your point. I'm not talking about AI in the future of the economy after the bubble burst settles. Or about the technology in the future. I'm talking about the cold hard economic calculus / numbers staring us near term in the face.
I think the issue is your framing. You say “AI is a bubble…”, when I think you mean more something like “the gold rush around AI is a bubble…”