[zyx321]

Some LLM companies paid with stocks instead of cash, or with a mix of cash and stocks. Sometimes Nvidia invested in companies and those companies used that money to buy Nvidia GPUs / NPUs.

Nvidia can lose a lot of money if those companies fail. But even in the absolute worst case, Nvidia can go back to making video game GPUs and they will be fine.

The problem is for everyone else who invested in AI. Especially American "401" retirement funds that always invest in the 100 biggest companies.

[maxdo]

This is the narrative I completely do not Get. The ai is here , it will eat lots of markets . There’s no way back . If one llm vendor will go bankrupt, their capacity will be picked up. In fact before that it will be absorbed by other vendors . If let’s say OpenAI will fall out of race , it will start slowly on the course of a year selling their commitments to the winner. It’s still unhealthy still tens of billions will evaporate but this is not something can cause apocalypse