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AI bubble update: 79% of companies say their GPUs sit idle at least half the time, yet most plan new AI platforms
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The GPUs they're talking about don't have video outputs, and I think many of them aren't even PCIe. Even at pennies on the dollar, they'll still be hundreds of dollars, so way easier just to get a consumer card.
All the past infrastructure bubbles, the companies that inevitably failed at least left some usable infrastructure - rails, pipelines, dark fiber... These guys are going to crash, never pay back their loans, and the acres of datacenter, containers of GPUs, and racks of servers are just going to get recycled. It's such shocking waste that it's hard to comprehend.