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M
The key to a correction or bubble burst is IMO "Which companies or segments are not making money and therefore are unsustainable"...
Nov 7, 2025
A
AI/ML are very powerful tools that require a totally different mindset than most have now. It will be those that master how and when to...
Nov 7, 2025
C
https://en.wikipedia.org/wiki/Irrational_exuberance
Greenspan’s famous irrational exuberance speech was made in 1996.
Nov 7, 2025
Y
Isnt it all dependent upon whether the Govt can afford to subsidise til there is some traction.
How does the Govt not stop the industry...
Nov 7, 2025
B
Isnt it all dependent upon whether the Govt can afford to subsidise til there is some traction.
How does the Govt not stop the industry...
Nov 7, 2025
This feels like a circular argument (not unlike the circular AI funding). He's arguing that if China isn't allowed to buy nVidia GPUs...
Nov 7, 2025
B
At what point will the industry lobby Govts to force mass take up?
I am assuming you will need to utilise multiple AI companies as well...
Nov 7, 2025
Y
In the 18th century, during the textile industry war between Britain and North America, Britain restricted the flow of textile machines...
Nov 7, 2025
L
I don't think so. It was more like 1999 that the bubble was really obvious, at least that's the way I remember it
Nov 7, 2025
S
If inference is going to pervasively take place on edge clients, then do we still need all these multi GW of datacenters?
If inference...
Nov 7, 2025
S
The amount of investment in AI data centers is ridiculous. There is no economic rationale for it whatsoever.
All this money is being...
Nov 7, 2025
S
I watched a panel last night with noted semiconductor professionals, including Dr. Ann Kelleher (retired Intel) talk about the AI...
Nov 6, 2025
A
Everyone is busy developing their own "paper AI chips", including China. But there is one major difference between US major players...
Nov 6, 2025
A
As I have long said, Jensen should move to China, a country much suitable for him than the old US of A. Not only he will make more...
Nov 6, 2025
Like.
Isnt it all dependent upon whether the Govt can afford to subsidise til there is some traction. How does the Govt not stop the industry...
Xebec reacted to tooLongInEDA's post in the thread Jensen Haung: "China is going to win the AI Race" with