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Cake day: June 24th, 2024

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  • The hardware can’t really be repurposed, it is build for an very specific use case. The AI accelerators for example can’t be just used as graphic card, even if they use lots of the same parts, but the whole layout and interfaces are completely different. We are speaking of highly integrated hardware with extremely specified firmware that is guarded by sophisticated encryption layers.

    Even if some hardware hackers find ways to crack, modify and repurpose some of it, then nothing on the large scale will change. Such modifications would be extremely difficult and time consuming (aka expensive) and only a very small percentage of people have the skill, knowledge and/or the equipment do do something like that.

    We are far away from the 80s where it was easy to tinker with hardware.



  • Yeah, but when the bubble pops then all that money that was created by circlurar financing will be vanish from one second to the other. They don’t really have that money as liquid currency but it is part of a huge net of interwoven transactions between all the AI companies. And yes, Nvidia will most likely not get bankrupt but a lot of other compaines will do, and the ones who will survive will see extremly huge losses. The effect on the global finance market will make the Wall Street crash of 1929, the 2008 financial crisis, and all other crisis together look like a fun day in kindergarden.


  • Who would build the Pc Hardware after the bubble bursts and all the big players are bankrupt or at least in huge financial troubles? All the parts that are build today are unusable outside of datacenters. What we have after a crash are storage houses full of hardware incompatible with consumer PC and a shattered industry. The prices for hardware will skyrocket to mars after a crash, because not only would the demand still way outnumber the production but also would the companies have huge losses and debts and costs. And that’s not considering the effect that a bursting bubble of that proportion would have on the global economy of the western countries, the collapses will be apocalyptic.

    The last that anyone should want is a bursting of this bubble.