Remember when Nvidia gave us HBM for the 1080 ti and then took it away because it was "too expensive for consumer products"? I remember.

I feel like the 1080 ti is like a prophet of the current crisis, these companies are buying $10k paperweights per user to MAYBE... LUCKILY... charge what... $200 a year? and that is for every 1/100 users.

this same 10k hardware will be outdated in a couple of years...

It just doesn't make financial sense, if you couldn't sell standalone GPUs that people PAID for with HBM in them, what makes you think that you can sell a POSSIBLE subscription utilizing a $10k+ GPU?

This is the most obvious bubble of all time.