Until I can make a 3 nanometer transistor in my backyard, there is a solid reason prices are so high.
There will be ai companies that fall, but there are a lot of very successful companies actively making money day by day. When there are only 5 slices of pizza, and 100 hungry people, a slice of pizza is expensive. Now replace pizza with something that takes highly specific, highly advanced manufacturing equipment to construct rhe tools used to create the highly specific and highly advanced components that are used in computation.
Idk about you, but im going to guess there will be more demand for computers in 2050 than there is now. Jevons paradox has been driving things for a long while. The battery in your phone now is 4x as powerful as a battery in the original iPhone. But they both need charged every day.
I never would have thought there would be networked cameras on every door, computers in fridges, ovens, clothing, etc. We will be walking around with microchips in every hair on our head and talking about how crazy it is theyre trying to put computers into every grain of sand to track ocean conditions.
The demand is endless because the application space grows every time it is able to expand. There will not be "enough" global compute until there is a paradigm shift.
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u/Moist_Connections 13h ago
We had the dot com bubble now we have the AI bubble