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Re:I'm Not Convinced the AI Bubble Exists by tossandthrow on Monday November 09, 2026 @12:40AM (#50421487)
My thoughts has been: what would happen if GPU prices fell 50% over the next weeks?

My gut feeling is that there would be such a massive demand to buy them to run our own models.

I am also not sure there is a (structural) bubble.

I do speculate whether some companies will survive, also some of the big ones.

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