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digiown 2 hours ago

That makes no sense. If the bubble bursts, there will be a huge oversupply and the prices will fall. Unless all Micron, Samsung, Nvidia, AMD, etc all go bankrupt overnight, the prices won't go up when demand vanishes.

charcircuit 2 hours ago | parent [-]

There is a massive undersupply of compute right now for the current level of AI. The bubble bursting doesn't fix that.