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A comment on How the AI Bubble Bursts. Parent comment

Re:How the AI Bubble Bursts by hirako2000 on Monday March 30, 2026 @09:29AM (#47574041)
Not crashing yet. The article is looking 1 to 5 years to come.

Given Nvidia's CEO's agitation I would give credit to the prediction, and if it's correct the price will go back to what it was, or even lower of investment in capacity are made today.

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Re:How the AI Bubble Bursts by michaelcampbell on Monday March 30, 2026 @09:47AM (#47574300)
My take is new capabilities will consume any price reductions, making them moot. At least in the medium term.

A RAM price drop due to some magic efficiencies assumes everything else doesn't change, which I doubt anyone honestly thinks will be the case.

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