• mal3oon@lemmy.world
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      1 year ago

      Their main growth drivers are data centers, when demand will dry within 2 years, a bubble will pop. Especially when theoretical architecture of Neural Network change, the need for high performance will decrease.

      • frezik@midwest.social
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        1 year ago

        See also: Sun Microsystems, who made tons of servers that drove the dotcom boom. They didn’t fare so well afterword.

        This is a “grab the pile of cash and be happy” situation.

      • Aux@lemmy.world
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        1 year ago

        CUDA has a lot of applications outside of AI. They’ll just refocus on the next bubble and will continue hoarding wealth.