The AI Bubble burst

Xzi · 2026-08-01T00:35:40+0100

It's just barely starting to burst, but this was inevitable. AI is worth only a little more than the cost of hardware needed to host it, and the wealthy bet that its value would rival that of the entire world economy. Idiocy to the nth degree.

Bladexdsl · 2026-08-01T01:48:19+0100

good fucking riddance when it finally does

Nakamichi · 2026-08-01T03:59:58+0100

Bladexdsl said:
good fucking riddance when it finally does

those news sites seem to thing its starting.
... some south korean investors probably would probably agree?
but im hardly an expert

smf · 2026-08-01T11:45:07+0100

K3Nv4 said:
I think it's less of a bubble bursting thing and more of a when data centers will actually be finished and the corperates will no longer need the extra stock. Two very confusing different things people get mixed up. When corperations don't need more of something prices drop so the general public can afford it.

The GPU's need replacing every three years, the demand doesn't end until AI dies. If it never does, then you'll likely not have a job or have access to technology soon.

Technicmaster0 · 2026-08-01T13:11:48+0100

smf said:
The GPU's need replacing every three years, the demand doesn't end until AI dies. If it never does, then you'll likely not have a job or have access to technology soon.

If there is enough demand, production can always be ramped up. But ofc that can take a while with technology like that and it's also a risk for the companies, so they might be hesitant about it.

subcon959 · 2026-08-01T14:27:30+0100

Technicmaster0 said:
If there is enough demand, production can always be ramped up. But ofc that can take a while with technology like that and it's also a risk for the companies, so they might be hesitant about it.

They deliberately haven't ramped up production even though it would've been useful years ago. Why bother when companies are basically writing blank cheques for the capacity for the foreseeable future with no downside. Basic collusion and cartel-like behaviour they've been enjoying for decades with the occasional slap on the wrist.

Technicmaster0 · 2026-08-01T15:27:59+0100

subcon959 said:
Why bother when companies are basically writing blank cheques for the capacity for the foreseeable future with no downside.

Because they could sell more and make even more money? The issue with chip production is that everything is super expensive. Companies must be super sure that the investment is worth it to do it.

smf · 2026-08-01T17:07:55+0100

subcon959 said:
They deliberately haven't ramped up production even though it would've been useful years ago. Why bother when companies are basically writing blank cheques for the capacity for the foreseeable future with no downside. Basic collusion and cartel-like behaviour they've been enjoying for decades with the occasional slap on the wrist.

It takes ten years to build a fab and you have to be sure that there will be demand for that process when it's ready

Nakamichi · 2026-08-01T17:13:50+0100

smf said:
It takes ten years to build a fab and you have to be sure that there will be demand for that process when it's ready

https://en.wikipedia.org/wiki/DRAM_industry_price_fixing?useskin=vector

Exnor · 2026-08-01T18:30:36+0100

Oh i hope so. Its about time this "AI" crap bursts.

I'm so freaking tired of not afford nice things because of "AI" >

The AI Bubble burst

BUSTAH WOLF!!!

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