Comment by mrdevlar
7 hours ago
They recognise that the larger bubble is in the datacenters.
Most of the hardware we are using was designed for computer graphics not AI. Now that China isn't buying Nvidia any longer and actively trying to get their own companies to produce hardware, what happens to all these datacenters when a company produces a device that has 80% of the performance of the current Nvidia hardware but 20% of its power consumption?
Even double the energy consumption is not that bad for half the price. at 20 cents per kWh over 5 years 1 kW load would be 8760. So from 30000 to 15000 you would still come ahead in cost.