Nvidia results show spending on A.I. infrastructure remains robust (nytimes.com)

Wouldn’t this be a lagging indicator?

There seems to be no limit to the size of this bubble.

It will slow down, wait for it.

Boom and bust capitalism is completely orthogonal to AI as a technology. Capitalists are sociopathic opportunists that exploit every aspect of life, that doesn’t have anything to do with AI.

Housing bubbles existed, we still use houses. The dot com bubble existed, we are still on a dot com.

Stock is down 3% after hours.

Amazing how high expectations were that a 56% jump in sales still led to a 3% drop in the stock.

It's very clear that the ramp for GPUs continues.

I can’t wait for how cheap compute will be during the inevitable AI winter.

The idea that the world will ever have enough compute is ridiculous. I'm sure all of this sudden growth will need to be digested at some point, but that won't mean the industry will permanently lose a big chunk of its market cap.

Long ago stopped trying to keep on top of GPU releases at home as the gains were too incremental and releases too frequent for my wallet. That trillions of dollars may be spent on this is great news for Nvidia, but seems like a source of incredible quantities of parked inventory and landfill if not managed carefully.

A.I. infrastructure is probably to a large extent a function of stock market valuations. High valuations equal lots of investor money for VCs and big cos to put into what's trendy. I think it's more that than careful calculations of expected return on investment.

If there's a market crash it may change, like it did after the dot com crash.