I think you're conflating the impact of a small bubble on a narrow market space with our current situation. The current bubble is larger than anything ever seen before, and is now encompassing nearly the entire economy.
New datacenter builds are so far along the curve of diminishing returns it's absurd. No one is going to want to pay to run a datacenter that costs 10x as much to run for the same compute.
And the problem is with all these "freed" resources, the entire pipeline will be affected. No one will want to buy any new silicon if they can buy a B200 for $1000. We could potentially see a decade or more of stagnation in the chip sector, or even significant regressions in capabilities as foundries are shut down due to lack of demand.
The impact of what is coming scares me to my core. I don't think we're going to bounce back from this any time soon.
New datacenter builds are so far along the curve of diminishing returns it's absurd. No one is going to want to pay to run a datacenter that costs 10x as much to run for the same compute.
And the problem is with all these "freed" resources, the entire pipeline will be affected. No one will want to buy any new silicon if they can buy a B200 for $1000. We could potentially see a decade or more of stagnation in the chip sector, or even significant regressions in capabilities as foundries are shut down due to lack of demand.
The impact of what is coming scares me to my core. I don't think we're going to bounce back from this any time soon.