That’s what a bubble popping is. NVidia is over-inflated. AI datacenters are over-inflated. The bubble will pop, many will go out of business, and all of their hardware will be liquidated.
Realistically, a whole lot of the high bandwidth memory products that they are producing will never find their way into consumer products.
When the dotcom bubble popped there were a lot of Assets in by products which could be adopted by other companies or distributed to a wide array of potential users, but the E-Waste and byproducts of this era are going to be niche and esoteric.
I think a lost decade is much more likely than a Renaissance of repurposing.
I’m just hoping the big three memory manufacturers that have essentially contracted all of their volumes across the next several Cycles will be able to survive whatever collapse hits their account receivable when they’ve done exactly what they said they would but the people with the purchase orders leave them holding the bag.
That’s what lawyers are for every company buying from them will be cannibalized to pay them back, and they’ll still have the product to sell if it’s not enough. I’m pretty sure the wafer manufacturing companies will all be fine. They’re selling shovels in a gold rush.
That’s what a bubble popping is. NVidia is over-inflated. AI datacenters are over-inflated. The bubble will pop, many will go out of business, and all of their hardware will be liquidated.
Realistically, a whole lot of the high bandwidth memory products that they are producing will never find their way into consumer products.
When the dotcom bubble popped there were a lot of Assets in by products which could be adopted by other companies or distributed to a wide array of potential users, but the E-Waste and byproducts of this era are going to be niche and esoteric.
I think a lost decade is much more likely than a Renaissance of repurposing.
I’m just hoping the big three memory manufacturers that have essentially contracted all of their volumes across the next several Cycles will be able to survive whatever collapse hits their account receivable when they’ve done exactly what they said they would but the people with the purchase orders leave them holding the bag.
That’s what lawyers are for every company buying from them will be cannibalized to pay them back, and they’ll still have the product to sell if it’s not enough. I’m pretty sure the wafer manufacturing companies will all be fine. They’re selling shovels in a gold rush.