Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu...
by hn_throwaway_99 on Saturday November 14, 2026 @12:27PM
(#50498842)
I think this is reasonable, but it doesn't necessarily make the endgame look any better.
A very similar thing happened to Sun during the dot com boom. All of these start ups were scrambling for Sun servers, and when the bubble burst, not only was the market flooded with lightly-used secondhand servers, but cheaper alternatives grew market share at the expense of Sun's expensive products.
Even if you believe in all the super AI and magic that is coming, I still don't see how you avoid a big shakeout (which has occurred in basically every historical boom: railroads, cars, PCs, dot com, etc.) that drastically reduces the number of NVidia customers.
A very similar thing happened to Sun during the dot com boom. All of these start ups were scrambling for Sun servers, and when the bubble burst, not only was the market flooded with lightly-used secondhand servers, but cheaper alternatives grew market share at the expense of Sun's expensive products.
Even if you believe in all the super AI and magic that is coming, I still don't see how you avoid a big shakeout (which has occurred in basically every historical boom: railroads, cars, PCs, dot com, etc.) that drastically reduces the number of NVidia customers.