What's the irrational part? There's sky high demand.

maybe the irrational part is the amount of demand for consumer hardware, wouldn't the market for professional ML/AI used hardware go away from consumer hardware over time? (I can talk more about what I mean consumer hardware to be)

Also irrational parts of this market (would love to hear your thoughts):

- the purchase of hardware that isn't power efficient or gives an ROI for ML/AI use cases by companies buying it, who would be priced out of using that hardware over time

- many people and companies are buying the hardware due to hype and scarcity/FOMO reasons over rational reasons