If you were already producing watering cans, yeah, kinda. They’re pivoting for pure profit right now, and when the bubble bursts, they’ll just go back to selling 2000€ “consumer” GPUs. Maybe they’ll sit on some inventory, but the sheer profits at the moment will cover for that.
In a lot of fields, the middle-ground is completely barren.
Audiophiles killed middle of the ground hi-fi systems, now all you can easily get is soundbars, bluetooth speakers, and the ever golden audiophool stuff with healing crystals. Often your best bet is to buy cheap pro audio stuff, a cheap audio interface also gives you a good 48V XLR input, studio headphones are comfortable and don’t have BASS BOOST built in, etc.
The same will happen to gaming. You’ll be either forced to use an iGPU, or shell out $2000+ for a GAMING GPU with factory overclock and RGB LEDs.
It does have a business model, but that doesn’t mean it’s going to survive the bubble bursting.
Like, sure, this is selling shovels to gold prospectors. But, they’re also accepting loans from the prospectors and giving them shovels in the expectation of being paid back later. Plus they’re switching everything they do to shovel selling, and ignoring all previous businesses. I hope everybody with nVidia stock is slowly selling it off while it’s at a sky high valuation, because it’s going to make a dinosaur-killing crater when the AI bubble pops.
Nvidia is probably the only player in the AI bubble with an actual business model. AI is not generating profits. Selling AI hardware very much is.
Nvidia is just concerned it won’t continue to be this profitable.
If there’s a gold rush, sell shovels!
“selling tulips is obv unsustainable because it’s a bubble but selling tulip growing equipment now that’s a sustainable business model”
If you were already producing watering cans, yeah, kinda. They’re pivoting for pure profit right now, and when the bubble bursts, they’ll just go back to selling 2000€ “consumer” GPUs. Maybe they’ll sit on some inventory, but the sheer profits at the moment will cover for that.
In a lot of fields, the middle-ground is completely barren.
Audiophiles killed middle of the ground hi-fi systems, now all you can easily get is soundbars, bluetooth speakers, and the ever golden audiophool stuff with healing crystals. Often your best bet is to buy cheap pro audio stuff, a cheap audio interface also gives you a good 48V XLR input, studio headphones are comfortable and don’t have BASS BOOST built in, etc.
The same will happen to gaming. You’ll be either forced to use an iGPU, or shell out $2000+ for a GAMING GPU with factory overclock and RGB LEDs.
It does have a business model, but that doesn’t mean it’s going to survive the bubble bursting.
Like, sure, this is selling shovels to gold prospectors. But, they’re also accepting loans from the prospectors and giving them shovels in the expectation of being paid back later. Plus they’re switching everything they do to shovel selling, and ignoring all previous businesses. I hope everybody with nVidia stock is slowly selling it off while it’s at a sky high valuation, because it’s going to make a dinosaur-killing crater when the AI bubble pops.