[layer8]

I don’t think the “GPU bubble” will burst, because linear algebra is widely applicable. It’s no particular mystery that GPUs have found universal applications. I feel sympathetic towards your first paragraph, but there is no conspiracy behind the success of GPUs.

[Juliate]

I don't mean burst like that (neither a conspiracy), rather a striking coincidence: there are huge applications for GPUs, true.

But the inflation of expectations and investments in them because of GenAI, when this inflation bursts may impact everything and everyone.