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'Exactly how the dot-com bubble burst': A market research firm says keep an eye on this AI warning sign
(www.businessinsider.com)
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this post was submitted on 20 Jun 2026
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Well that is just false as there is pent up demand in the consumer markets that should be more than enough to make chip makers good money but I guess they don’t consider us regular folks real customers anymore
But graphics cards, CPUs, RAM, and other components needed in data centers are a far cry from the same components used in home and office desktops and laptops. It’s like trying to sell parts used in F1 race cars on the consumer car market. Technically, there will be buyers, but the vast majority of these parts will remain unsold because demand for such specialized components is negligible in the general consumer market.
I'm not sure if it's fully a bubble, or if the bubble is partly being used as a smoke screen to hide the upfront cost of redesigning computing infrastructure.
A lot of the time, I think AI is just the branding layer. The real goal is top-to-bottom SaaS.
Like, they're letting these AI companies hold the bag for building datacenters which will then get scooped by various companies like microsoft and google to offer virtualized home computing through a client.
its all a guise to build the foundation then pass it on to a surveillance state as SaaS, who benefits a lot of ai pattern recognition to link camera footage, internet usage, and a ton of other data points
Didn't we fight a cold war over this? The Soviets wanted a top down internet and it was more expensive and less capable
There might.be a little of that going around as well, but the datacenters haven't actually been built even close to the scale claimed, and the racks in there are kinda useless at serving SaaS webpage stuff, too many GPUs to make it make sense financially.
This is what it smells like to me.
You won't own a computer, just a terminal.
You won't own software, just access to it.
The capacity will be freed.
I am sure nvidia can repurpose the dies for consumer focused stuff and call them whatever or put them into business/workstation SKUs instead of enterprise/DC applications.
Same for other products they sell.
They arent as hyper specialized as an F1 (except maybe for those extreme 5U gpu compute nodes. They can hardly repurpose those lol
and these chips arnt compatible for personal/customer use too, so it will be wasted.
I could use some of them. But the power bill will make my eyes bleed.
Especially since those parts carry a significantly higher premium than consumer parts.
and you know nvidia isnt gonna sell the shit at a reasonable price.
Heyhey, I want a kW-(rain)water cooled tower, speak for yourself! :D
It's not interchangeable though. I don't need an A100 at home.
What I meant was changing their production capacity to consumers.
My point was that chip manufacturers will have customers besides AI, not that the data center chips will have other customers
Yeah, hopefully, but even if the AI bubble bursts today new consumer chips is a year away at least.
(Sorry for being a cynic, I'm saving up for a graphics card for my nephew and I'm bitter.)
I keep hearing this from people and it's not true. People want GPUs for playing games not running AI so the backlog of chips isn't useful to anyone.
If nvidia had 0 AI chip buyers I will guarantee you they will come running back to consumers until the next fad.
Yeah but it'll be months before they can get production up and running. They've foolishly completely abandoned the consumer market which means they don't have the factories set up to produce consumer chips.
They also have nothing they can do with their own stock so it's not like there's going to be a glut of components.
Nvidia doesnt have chip factories... they just tell TSM to make a different chip if they need to pivot
No business does anymore. I maintain that's why all the cars are the same 4-6 colors these days. Black, white, grey, and silver aren't offensive to the corporations that buy fleets. Blue and red have to be there so they can do "patriotic" displays.
Oh, and I'm really quite sorry to all of you that hadn't noticed that all the cars are the same colors these days. Once you see it, you can't unsee it.
And here I am with my douchebag orange car right next to my super candy apple green wrapped wagon...
Yeah, I can't stand cars in colors that aren't colors.
They're all going with weird grey clay colours. Often in mat. It's really weird and I don't like it.
I should be able to tell someone what colour my car is, I don't want to have to go, oh well it's a sort of dull concrete but slightly bluer.
That was the biggest thing I liked about my SAABs. No matter what color they were, no other car in the lot looked like that.
Pent up demand at a much lower price point.