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dormentotoday at 7:33 PM3 repliesview on HN

The AI companies moat, if any, is hoarding all the hardware so local solutions are no longer cost-effective.


Replies

PowerElectronixtoday at 7:37 PM

That is impossible to fund. At some point someone will decide to stop throwing money on the firepit that's the current business model and then hardware prices crash back to earth as 60-70% of the global demand disappears overnight.

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xdertztoday at 8:13 PM

This is not really sustainable when there is a constant supply of increasingly powerful and efficient hardware.

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Joel_Mckaytoday at 7:44 PM

It is more of a regulatory capture byproduct to prop up an artificial token driven Ponzi scheme.

There is a serious alternative to NVIDIA "AI" hardware dropping out of China in February 2027. There is no moat, but a whole lot of unpaid debts in the near future.

Popcorn ready =3