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[Danny Dudekisser]

Boy, I sure hope that bubble doesn't burst.

 

[//DEVIL//]

Why, can you afford it? EAT THE BUGS IN YOUR POD!

I bought a 5090. Why can't I afford it ? I m lost

The only reason I might not is if it doesn't have an exclusive set like dlss 5 or whatever version that works on a 6090 and not a 5090 then I might not buy it. Just waiting to see if it's worth it.

If something exclusive to 6090 then I might . All I know is who I am very very happy with the 5090 now

 

[The Cockatrice]

I'm surprised at the hyperbole. I would think people who are older and have seen tech evolve would actually use their brain for 10 seconds. For example, would Apple call themselves a computer company? I doubt it, but they still make computers.

gaf is a cesspool of grifting and drama consumers. Reality is far different than clickbait news and whatnot. They'll never learn.

 

[Myths]

sky is blue

 

[Fortuneelsewhere]

This doesn't change anything… they will continue making great gaming GPUs and advance the tech behind it.. they are just saying that now they are much more than just a games company and AI become their main focus..

 

[alabtrosMyster]

I guess that leaves the market to AMD and Intel.

They should make dlss and other gaming related works function on all GPUs at this point.

 

[DavidGzz]

They selling GE Force Now servers?

 

[Montauk]

I guess that leaves the market to AMD and Intel.

They should make dlss and other gaming related works function on all GPUs at this point.

????

What is going on in this thread?

 

[Unknown Soldier]

This doesn't change anything… they will continue making great gaming GPUs and advance the tech behind it.. they are just saying that now they are much more than just a games company and AI become their main focus..

Careful there, you're challenging the "Nvidia is EVIL" and "EVIL Nvidia only cares about AI" narrative here on GAF

 

[Magic Carpet]

I guess that leaves the market to AMD and Intel.

They should make dlss and other gaming related works function on all GPUs at this point.

How much is DLSS 4 worth to you? $200?

 

[alabtrosMyster]

How much is DLSS 4 worth to you? $200?

I'd say 5$.

 

[Magic Carpet]

I'd say 5$.

A month?

I've had a horrible thought, What if, Video card makers start charging to enable stuff on a card?
Like how Car company's want you to pay to enable heated seats and self driving?

 

[alabtrosMyster]

A month?

I've had a horrible thought, What if, Video card makers start charging to enable stuff on a card?
Like how Car company's want you to pay to enable heated seats and self driving?

What are you talking about?

Intel made their equivalent, which is close enough by now, platform independant, AMD and NVIDIA should do the same.

 

[IDKFA]

A month?

I've had a horrible thought, What if, Video card makers start charging to enable stuff on a card?
Like how Car company's want you to pay to enable heated seats and self driving?

Car manufacturers like BMW dropped that subscription idea because of the customer backlash.

 

[Magic Carpet]

Car manufacturers like BMW dropped that subscription idea because of the customer backlash.

Now if only GM would bring back Android Auto and Apple Carplay.

 

[cinnamonandgravy]

Cannot fucking wait until this ridiculous AI bubble bursts, and NVIDIA and the rest of these cronies propping it up have to face up to the impact; collapsing share prices, collapsing demand for AI datacenters and collapsing prices for AI GPUs.

not really how this works

nvidia has already made a metric shit-ton of money
even if AI demand goes to 0 tomorrow, that money doesnt disappear

.com bubble burst, and here we are on neogaf.com

 

[Sintoid]

Poor master race...

 

[simpatico]

Gaming as we know it is over guys. I don't even think we will get a PS6 at this point. Cue the laugh emojis, but save this post and put me in the screenshot 18 months from now. If there is a "next gen" for AAA games as we used to know them, it will be streamed.

Cannot fucking wait until this ridiculous AI bubble bursts, and NVIDIA and the rest of these cronies propping it up have to face up to the impact; collapsing share prices, collapsing demand for AI datacenters and collapsing prices for AI GPUs.

If/when that happens, the USA will enter a century of austerity. Be careful what you wish for.

 

[archangelmorph]

not really how this works

nvidia has already made a metric shit-ton of money
even if AI demand goes to 0 tomorrow, that money doesnt disappear

.com bubble burst, and here we are on neogaf.com

No it's exactly how this works.

NVIDIA is making extreme bank based on chipset sales for data centres for major tech giants.

They're also partnering with firms like OpenAI to build out their own data centres.

Lead times for data centre build outs will be end-to-end in the region of 24-36months+, given time/cost of contracting, planning approvals, hardware procurements, operational kitting, staffing etc etc.

All the while these contracts are valued based on the expectations of future demand projections, which themselves are based on the current growth trends, without much thought to how said growth may slow or reverse in the event of under-anticipated major market shifts in sentiment from larger corporates and enterprises buying up AI services.

The most advanced of said corporates have already demonstrated the seeds of said shift, having burned billions of dollars in massive company wide change and transformation programmes to scale AI use across their businesses to increase efficiency and cut costs, firing large swathes of their workforce. All of whom have seen writ large huge underperformance as well as outright failure in how these services have been deployed, forcing them to increase costs further to remedy, as well as re-hire cut staff, etc.

All the global consultancies have been reporting on this but the corporate executives aren't yet paying attention, as their PE overlords are all getting rich off grifting the AI push, as they're all invested in OpenAI, NVidia et al and simply don't give a shit whether it works or not, just that it gets forced down these organisations throats as fast as humanly possible, so they can hit their corporate valuation targets, sell stakes and walk away with the carry.

It's a gigantic fucking house of cards with tens to hundreds of billions of dollars at stake.

This is textbook Gartner hype cycle, where the market thinks it's well on the "Slope of Enlightenment" when it's really heading for the "Peak of Inflated Expectations"; with the imminent market correction (the bursting of the bubble) being the inevitable crash just over the horizon.

 

[MiguelItUp]

Caring less and less about Nvidia these days.

 

[RespawnX]

Till the bubble collapses, stack crashes and shareholders move on.

Suddently, they were a gaming company all along.

 

[archangelmorph]

Gaming as we know it is over guys. I don't even think we will get a PS6 at this point. Cue the laugh emojis, but save this post and put me in the screenshot 18 months from now. If there is a "next gen" for AAA games as we used to know them, it will be streamed.


If/when that happens, the USA will enter a century of austerity. Be careful what you wish for.

I'm not American so doesn't affect me either way.

 

[simpatico]

I'm not American so doesn't affect me either way.

Well, enjoy the TenCentStation in our absence unless you think Brazil is going to start participating in civilizational technology.

 

[cinnamonandgravy]

No it's exactly how this works.

NVIDIA is making extreme bank based on chipset sales for data centres for major tech giants.

They're also partnering with firms like OpenAI to build out their own data centres.

Lead times for data centre build outs will be end-to-end in the region of 24-36months+, given time/cost of contracting, planning approvals, hardware procurements, operational kitting, staffing etc etc.

All the while these contracts are valued based on the expectations of future demand projections, which themselves are based on the current growth trends, without much thought to how said growth may slow or reverse in the event of under-anticipated major market shifts in sentiment from larger corporates and enterprises buying up AI services.

The most advanced of said corporates have already demonstrated the seeds of said shift, having burned billions of dollars in massive company wide change and transformation programmes to scale AI use across their businesses to increase efficiency and cut costs, firing large swathes of their workforce. All of whom have seen writ large huge underperformance as well as outright failure in how these services have been deployed, forcing them to increase costs further to remedy, as well as re-hire cut staff, etc.

All the global consultancies have been reporting on this but the corporate executives aren't yet paying attention, as their PE overlords are all getting rich off grifting the AI push, as they're all invested in OpenAI, NVidia et al and simply don't give a shit whether it works or not, just that it gets forced down these organisations throats as fast as humanly possible, so they can hit their corporate valuation targets, sell stakes and walk away with the carry.

It's a gigantic fucking house of cards with tens to hundreds of billions of dollars at stake.

This is textbook Gartner hype cycle, where the market thinks it's well on the "Slope of Enlightenment" when it's really heading for the "Peak of Inflated Expectations"; with the imminent market correction (the bursting of the bubble) being the inevitable crash just over the horizon.

AI bubble bursts to absolute 0, nvidia is still good
nvidia selling the shovels to the AI goldrush
goldrush stops, lots of shovels still sold

whale spending trumps consultancy; "predictions about future is hard"
whales still spending big; spending still accelerating
everyone wants to be the one to secure what's at the end of the rainbow

"hundred of billions at stake" is an underestimation; spending in 2025 alone is estimated to be ~1.5T

and once AI hits its zenith and a bunch of loser companies bite the dust, we'll likely still be using AI for the foreseeable future. just like .com bubble popped and there's still a couple websites around.

 

[simpatico]

AI bubble bursts to absolute 0, nvidia is still good
nvidia selling the shovels to the AI goldrush
goldrush stops, lots of shovels still sold

whale spending trumps consultancy; "predictions about future is hard"
whales still spending big; spending still accelerating
everyone wants to be the one to secure what's at the end of the rainbow

"hundred of billions at stake" is an underestimation; spending in 2025 alone is estimated to be ~1.5T

and once AI hits its zenith and a bunch of loser companies bite the dust, we'll likely still be using AI for the foreseeable future. just like .com bubble popped and there's still a couple websites around.

I don't think the rest of the economy was as invested in the bubble with the dotcom stuff as it is now with AI. If AI goes to zero it takes the rest of the market with it.

America still had a manufacturing sector during the dotcom bubble. We made cars and had a healthy entertainment industry.

 

[Zacfoldor]

So they are no longer a crypto mining company too?

 

[Mobilemofo]

Nvidia are the skynet of our world.

Mark my words.

 

[Montauk]

So they are no longer a crypto mining company too?

Did you read the article?

 

[proandrad]

Everyone knows, it sucks that they still make the best GPUs.

 

[existensmaximum]

Ah. Prepare for even higher GPU prices people

 

[archangelmorph]

AI bubble bursts to absolute 0, nvidia is still good
nvidia selling the shovels to the AI goldrush
goldrush stops, lots of shovels still sold

whale spending trumps consultancy; "predictions about future is hard"
whales still spending big; spending still accelerating
everyone wants to be the one to secure what's at the end of the rainbow

"hundred of billions at stake" is an underestimation; spending in 2025 alone is estimated to be ~1.5T

and once AI hits its zenith and a bunch of loser companies bite the dust, we'll likely still be using AI for the foreseeable future. just like .com bubble popped and there's still a couple websites around.

No one's talking about AI going to zero.

Of course the tech has non-zero value so it goes without saying the tech is here for the long-haul.

My point is when the bubble bursts, the market correction will be huge and the impact felt far and wide will an incredible amount of cross-sector contagion.

Then once the bullshit dust settles we can all get on with regular BAU, and hopefully GPU prices for gaming become a least a little more sane.

 

[yogaflame]

AI is the future, it is inevitable but I hope it is ethical and without any danger to the society, and there will still be allot of role and job opportunity for all of us with souls.