Bitswap@lemmy.worldtoTechnology@lemmy.world•The air begins to leak out of the overinflated AI bubbleEnglish
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11 days agoThey don’t build the chips at all. They pay tsmc.
They don’t build the chips at all. They pay tsmc.
Couldn’t agree more. There is quite a bit of AI vaporware but NVIDIA is the real stuff and will weather whatever storm comes with ease.
but I believe that’s not correct anymore.
Why do you believe that? As far as I understand, other HW exists…but no SW to run on it…
Those reports might effect investments from the smaller players, but the big names(Google, Microsoft, Meta, etc.) are locked in a race to the finish line. So their investments will continue until one of them reaches the goal…[insert sunk cost fallacy here]…and I think we’re at least 1-2 years from there.
Edit: posted too soon