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Joined 1 year ago
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Cake day: July 18th, 2023

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  • This very much looks like a bubble.

    In my opinion: NVIDIA is a complete bubble from market valuation to product pricing, and I can’t wait for it to burst.

    What’s the return going to be like on that $5.27 B in spend over four years?

    I think you have the figures wrong, the investment is said to be around $1.5 billion dollars and $5.27 billion dollars is the expected return over the course of four years. If operators can get returns like that, they could break even in less than two years and profit for the remaining two years.

    Question is, does the bubble burst before they could profit or what if their(datacenter operators) customers don’t want to pay those prices to rent these GPU(s)? Former seems more likely to me, latter doesn’t seem possible seeing the craze to put AI in everything.