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by 01HNNWZ0MV43FF 197 days ago
At that point even if the AI bubble bursts you have a solid business as a RAM scalper
2 comments

If AI bubble bursts -> global market crash. Ehm, with what you will be scalping, with bottle caps fallout money? :D
I don't really buy that AI crashing will cause "the global market" to crash. How exactly do you think that works?
You mean OpenAI will profit selling their RAM stocks if the AI bubble bursts? I doubt it honestly. If the AI bubble bursts, then global demand will collapse altogether crashing the value of HW.
Free GPUs for everyone! Bring a truck!
I honestly can't wait to use used gpus as lego bricks similar to what kids in Weimar republic did with cash
My self-training robot army is poised to conquer all. It's merely waiting for parts.
Never gonna happen. Cash has no intrinsic value exccept maybe for use in fire / toiler paper. GPUs while currently inflated in price will always find enough value. Their price might go down 50-75% but never 99%
I've got an S3 VGA adapter to sell you at 25% of list price
They're taking about shorter time scales, the effect on top of the normal obsolescence treadmill.
> GPUs while currently inflated in price will always find enough value.

What is the instrinsic value of one of millions of GPUs, if the world only needs 15-20% of them?

About fifty teraflops.

That's the meaning of intrinsic calor - the device can do what it can do, regardless of market conditions. Today it has the value of fifty teraflops, and tomorrow it still does, unless it breaks. However, intrinsic value cannot be measured in dollars.

The most likely outcome is kids in third world countries extracting the valuable metals from piles of discarded GPUs.
After GPU crypto mining became unprofitable Chinese manufacturers took "mining only" cards, desoldered the GPU and built new graphics cards using the chips. So at least the lower end stuff (RTX6000) could be repurposed like that.
Soon you will bring a wheelbarrow of GPUs to buy a loaf of bread.