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Reminds me of all the optic fiber infrastructure that was built during the dot com bubble

• ponector 1y ago
  Yes, this bubble is much better than crypto/nft. Same as mentioned railroad rush - capex burned, but lots of stuff have been built and left after burst.
• saati 1y ago
  But fiber optics are different, they stay good for a very long while and you just need to add better transceivers at the ends to upgrade them, it's questionable whether the current GPUs are even worth powering up once 2nm ones are out, and we also don't know how long they last, electromigration might start killing them in 5 years.
  • oxag3n 1y ago
    GPUs might become obsolete after the AI bubble bursts, but tons of supporting infrastructure, including non-GPU servers, will be in the market for pennies.