Spyke
lemmy.world

So many parallels with the dot-com bubble and so much FOMO.
But the computer hardware shortage / price skyrocketing caused by the AI bros is a really bad extra.

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lemmy.world

If this bubble bursts the hardware market will be... interesting to say the least

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3bygone3reply
lemmy.world

Afaik never (or at least not with the current versions) because HBM has to be directly connected to the GPU or CPU die via an interposer, it's not something you can slot into a mainboard.

4

I'm afraid you're right.
My comment was meant to sound tongue-in-cheek.

5

Still flowing into the industry? Isn't it circular investment? As far as I understand it's very reminiscent of a Ponzi-scheme where an investment in A is paid by a loan guaranteed by an investment in B, which again is money gained by hardware purchases in C which is the company that invested in A.

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Anthropic reaches valuation of $965bn, beating OpenAI to become world’s most valuable AI firm | Spyke