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rusk 6 days ago

There will be a dramatic reduction in “demand” and Nvidia will be stuck with a massive “surplus”

There will undoubtedly still be a market for Nvidia chips but it won’t be enough to keep things going as they are.

A new market opening up with the same demand as AI just at the point that AI pops would be a miracle. Something like being an unsecured bond holder in 2010.