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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment

Re:I'm Not Convinced the AI Bubble Exists by bandrami on Monday November 09, 2026 @05:10AM (#50423554)
> stranded assets will have a shelf life

This is what keeps me up at night. That fiber that got overbuilt in 1999 is still there spitting photons. That Vera Rubin gathering dust on a shelf will be a paperweight in 5 years.

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Re:I'm Not Convinced the AI Bubble Exists by uejfiweun on Monday November 09, 2026 @01:10PM (#50429200)
Can you help me understand WHY though? It's not like the chips mysteriously break. They can serve the current-gen models, which are useful, and will continue to be useful.
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Re:I'm Not Convinced the AI Bubble Exists by bandrami on Monday November 09, 2026 @07:30PM (#50434472)
Two pressures:

1. Open source models lag frontier models in capability by about 2-3 quarters

2. New frontier models get optimized for the next generation of GPUs

So the GPUs are left being only able to serve either obsolete or open source models, which in either case makes them significantly less valuable.

(And then of course once they start running they last at best 4 years)

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