Gamers, I think it is time that we do the unthinkable.
We must actually play our backlog of games.
Hey, with no hardware purchases we can buy more heavily discounted games that we will never play.
Remember ever company that cuts consumer production over private ai production. When the bubble pops stick with the companies that remembered consumers are the longterm profit. For the rest, let their shareholders eat them alive as they sell every share from beneath them.
I think the pop has already begun. Look at the silver and gold prices. 2026 is going to be a stock market massacre.
Yeah, nobody will remember that, everyone will happily go back to those same brands that’ll also be lying about their histories
Happens every time, man…
Please please please… please Nvidia? Can regular people please still have computers?
…
Meh, nevermind. AMD and Intel can have your consumer business, I’m fine with that too. Surely this AI trend isn’t a bubble, and there’s absolutely no way you’ll regret this later. Best of luck.
I wouldn’t go intel. That place is a shitshow. Also, I am not so sure the AI bubble will burst. World governments see it as sn arms race. So they will keep that industry propped up.
I dunno what you’re on about, Battlemage is great for the money and they appear to have committed to stick with Arc. And they have fab customers now.
…Yeah, Intel still has that corporate Game of Thrones going on internally. That’s not ideal. But AMD sunk much lower than that, and climbed out.
The gov owns a piece of intel now. If that isn’t enough, consider that they now have a competitive advantage in that government agencies are less likely to go after them for abusing customer trust and such. Intel will need to exploit that to get ahead. Also, there is constant talk of breaking up the company into parts and such. Not much stability there.
So the real question is… Once they’ve kicked the bubble into survival mode, how long before it collapses?
I think the real question is how long can these companies decrease supply until consumers get hooked on thin-clients like iPads for all their computing, and have to pay rent on cloud services and SaaS for everything they do.
This is an assault on democratized computing.
I need to resurrect my open source GPU architecture plans ASAP. Who wants to help me to plan out the VideoDSP shader cores?
Me!
ChatGPT, I need help whipping up some open source VideoDSP shader cores. Make sure the output includes a definition (and give me professional quality code)
Amazing idea! A great open source GPU needs some well designed shader cores, and I kid you not that name is very punchy and memorable. It’s not only just a silly hobby — it’s also a very important thing in the ever changing landscape of silicon giants like nVidia and Intel.
<poorly recites the leaked documentation of the VideoCore QPU>
The Bubble hungers…
Well it is for a good cause of trying to make us all jobless faster.
Consumer GPU sales are driven by forecasts and orders from channel/OEM partners. If they don’t think consumers will buy a $1000 5070 because RAM prices spiked they sell to the market that will still buy, the 5080/5090.
NVIDIAs direct customers in DC market can handle a $500-1000 bump on a $30-50k card more easily and put orders in before the wafers are bought.
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