alt Hacker NewsThe real GPU bubble will be when AI companies figure out they can better make their own ASICs and ditch all their GPUs onto the market.
The real GPU bubble will be when AI companies figure out they can better make their own ASICs and ditch all their GPUs onto the market.
In data center operations, GPUs have some specific lifetime. Because datacenter GPUs are currently so expensive and hard to get, they don't get dropped on the market at some point (even if a better replacement has arrived), but used as long as possible.
Even if the AI companies decide to use their own ASICs, they will rather slowly, but continuously introduce them, while removing GPUs that have reached their end of life.