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GPUs have taken the world by storm. There's one in almost every computer, and they make up the bulk of supercomputers!

If you put a 75% discount on these powerful GPUs there will be a long line of non-AI-company purchasers.





GPUs used to cost 20% of what they cost know and Intel and AMD make perfectly serviceable GPUs for most PCs. NVIDIA top of the line GPUs won't suddenly be plugged in to lowly laptops.

Yes, lots of companies will buy them for cheap, but these AI beasts also have OpEx costs. Not every alternative use is worth the money and there are 0 guarantees that the alternative costs cover the gap. NVIDIA sell 80% of GPUs for AI now.

I think people don't realize just how big this bubble is.




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