That is not substantiable. AI bubble is wealthy hype like a single drop of blood can be used to validate 100 different diagnostic test. Reality is parts per million fails this along with reusable medium. Wealth latches to idiocy.
Gaming and CAD market are real expectations that latch to reality. Grow the education systems and grow both. So is matrix math, such as hashing.
AI has reached a state of software issue, not hardware. And the divergence of AI hardware does not equate to CAD and Gaming math.
How many of the last ten years have had some kind of "temporary" GPU shortage? It was crypto, now it's LLMs, who knows what's next?
The only winning strategy for these guys is to exploit the market for all it's worth during shortages and carefully control production to manage the inevitable gluts.
> AI has reached a state of software issue, not hardware
Citation very much needed.
At the very least, OpenAI seems to believe more and larger datacenters is the path to better models... and they've been right about that every time so far.
Moreover, all the frontier labs and hyperscalers are capacity constrained, and will be for the foreseeable future.
>OpenAI seems to believe more and larger datacenters is the path to better models...
Does that mean they produce better slop, or more slop faster?
Better slop. The effect that these systems get better as you scale up [0] is real you know.
[0]: https://arxiv.org/pdf/2001.08361
Great, when the AI bubble bursts, they can repackage their AI chips into consumer cards! /s