This boom is only superficially like the dot com bubble.
There are absolutely parallels.
But, a GPU that can help me write emails, code, articles, etc. has intrinsic value that a Cisco router simply didn't provide.
I don't believe GPUs are a new asset as Jensen Huang claims. (His take seems very bubble-ish.) But, I feel these elevated prices are going to last until production catches up.
This boom is only superficially like the dot com bubble.
There are absolutely parallels.
But, a GPU that can help me write emails, code, articles, etc. has intrinsic value that a Cisco router simply didn't provide.
I don't believe GPUs are a new asset as Jensen Huang claims. (His take seems very bubble-ish.) But, I feel these elevated prices are going to last until production catches up.