I'm disappointed with the commentary here. "GPU bubble" is an industry standard term, and literally how I would describe this to my colleagues in the industry. Look for example at the second slide here https://media.steampowered.com/apps/valve/2015/Alex_Vlachos_...

Just trying to be helpful by making an adequately coined term more palatable to a critical audience, thereby expediting the end of a fruitless discussion on an otherwise excellent article. Compliments.