alt Hacker NewsBut is it like collector gold coins -- those sell for a premium over their intrinsic gold for numismatic value .
I suspect there people who are betting they can arbitrage them, such as getting an allotment of them and renting them out. (I'm not talking about the scale of a single card in your house, but in DC operators or those who have racks leased already)
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No, it's not. GPUs deliver value, real value, compute is the new oil(tm).
But also, it is. You can resell them.
I find it mind boggling that either AI is a bubble or AI is the next industrial revolution and no other options can be considered because reasons(tm).
Token costs are dropping, yes they are, but how much of that is better software and algorithms vs better hardware and that's too galaxy brain for the simpletons trying to predict what's next.
So what's next? IMO more tokens and lots of disappointment that more tokens alone neither cures cancer nor brings the apocalypse and further waves of innovation. AI continues apace.
It's not speculators, it's groups exporting to china where they're moving the chips to new cards for use in data centers. [0][1]
Probably related, china banned imports of the 5090d in may.
- https://videocardz.com/newz/heres-why-rtx-5090-costs-5000-ai...
- https://videocardz.com/newz/inside-chinas-mass-conversion-of...