Is the AI Bubble about to burst?

No I totally get what you meant, people worship AI as a god.

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This is literally the start of some sort of AAA game plot. I swear.

Not really a game (technically yes) but an alternative version of I have no mouth and I must scream.

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I missed the moment to ask here: what is your setup for this? Could you maybe point to some resources you gathered on the topic?

After having a good time with OllamaI recently tested Jan and was also very pleased by the experience. But in general, I don’t use any of it for daily work, as it raises the sound level of my GPU too much and has an unwanted impact on my electricity bill :smiley:

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Just heard Nvidia cut 40% of their consumer-dedicated production… let’s prepare for the price increase and hope they don’t get weird ideas like going full AI mode.

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It is yet unclear why they do this. Could be the increased cost / impossibility of get enough memory, as OpenAI recently bought up all the wafers (why is, too, very unclear). Could also be to compensate for the market exploding and they doing a mean old price manipulation by adjusting production. They seem to learn from big oil :open_mouth:

But yeah, RAM, SSDs, GPUs, everything is inflating right now.

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Well, depends, if you have problems getting the materials for your products, you usually raise their prices to not lose money, you don’t cut the production making the product harder to get for the customer, and so raising the resell price of the product too, they’re definitely going to use that cut on customer GPUs for server or AI GPUs to sell to companies, even though yeah the RAM issue is definitely involved.

Maybe they wanted to do the cut anyway though, who knows, at least they’re not as dumb as MICRON cutting full support to customers to sell to companies.

If they were to act like micron in some time it’d basically be impossible for everyone except companies to acquire a PC.

Imagine if Intel and AMD started doing that too.

There would probably be some fallback that would make every company change their mind probably but idk.

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If they all did it, while making historical profits, I hope we’d see a cartel price fixing enquiry.

Forlorn hope maybe, in this day and age.

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Too good of a thing to happen I guess.

(Unless I misunderstood and it’s a bad thing)

Interestingly enough some companies are backing down on AI, apparently Firefox will have an AI kill switch to remove all the AI features from the browser (and features should all be opt-in, even though we’ll have to wait and see what they actually mean by that).

(I’m not letting this thread die lol)

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Depends on what you are referring to?

I think I was referring to an eventual cartel price fixing inquiry

Interestingly enough, Nvidia is now capping GeForce NOW users, including premium ones, to 100 hours of playtime a month (yeah for casuals it’s definitely still a lot, but for a lot of people it might be a problem) and it’s speculated (if not confirmed) this is to use more of their servers on AI matters.

(I now decided I’ll be updating this thread with various updates related to companies and AI whenever something worth noting happens)

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Nvidia is flying too close to the sun. I guess because they consider themselves “too big to fail” and count on government/taxpayer bailouts when the bubble finally pops.

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I remember 20 years ago when bumping into Jim Black (Nvidia’s Dev rep at the time) at Garage Games’ Indie Con and talking about your project and the ATI GPU in your PC would get you the latest, baddest nVidia GPU in its max memory config (64 or 32 megs of VRAM)

Ah, the good ole days :wink:

Edit : shipped gratis to my glorious telecommuting office of the mid aughts, half of my living room back then, hehe

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An NVidia rep gave me a card capable of supporting three monitors in like 2000 to test multi-monitor support for a flight sim. If I had a problem, I talked to my rep and had a driver fix the same day. Good times.

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I’ve never seen an Nvidia rep. You guys are lucky to have been bestowed with their gpus and irradiated by their divine aura at an early age.

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I don’t think the technology is a bubble, but the expectations and valuations definitely are. We’ve seen this pattern before: hype → massive investment → reality check → consolidation. A lot of current AI products are over-marketed, expensive to run, and not delivering clear ROI yet, so some companies will fail or scale back hard. But like the early internet, the winners will survive, costs will come down, and AI will quietly settle into places where it actually makes sense—rather than being forced everywhere. The bubble may “pop,” but AI itself isn’t going away.

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Sounds like you don’t remember what that was like when the DotCom bubble popped.

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I also heard OpenAI (more like ClosedAI) is going public relatively soon.

Sam Altman (The CEO) says he’s “0% excited” for it. Which was one the funniest headlines I’ve ever read. Look it up.

To my limited understanding, a company can’t go public while losing tens of billions of dollars PER QUARTER!!! Those investors will flip out while flipping out.

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