Is the GPU the 2025 equivalent of the 2008 CDO?
Is the GPU the 2025 equivalent of the 2008 CDO?
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Greenmantle

Original Poster:

1,791 posts

126 months

Yesterday (08:30)
quotequote all
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Supply outstripping demand.
Main players involved in quasi round-tripping.
Huge amounts of money in play.

No skin in the game just an interesting comparison.
I see AI impacting my life in a small way at the moment so I thought it was an interesting topic to discuss.

Derek Chevalier

4,537 posts

191 months

Yesterday (10:22)
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Greenmantle said:
Similarities:

Supply outstripping demand.
Main players involved in quasi round-tripping.
Huge amounts of money in play.

No skin in the game just an interesting comparison.
I see AI impacting my life in a small way at the moment so I thought it was an interesting topic to discuss.
I see it as being more similar to the .com boom - no idea if it will end the same way.

Scootersp

3,771 posts

206 months

Yesterday (11:28)
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Luddite alert here, but I remember seeing "virtual reality" on tomorrows world as a nipper and that really amounted to very little (probably just not widely commercially applicable?).

Not on the same scale etc but there 'tends' to be a excitement and expectation that takes much longer to amount to anything concrete.

Robots in manufacturing we've had for decades, walking around/interactive/aware of their surroundings ones not so much!


What's the most impacting AI thing to date for you and what does anyone expect/think the next huge benefit will be?

I (in my luddite state) don't see around me too much, beyond a talking encyclopedia/information engine?




768

17,869 posts

114 months

Yesterday (11:40)
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Scootersp said:
What's the most impacting AI thing to date for you and what does anyone expect/think the next huge benefit will be?

I (in my luddite state) don't see around me too much, beyond a talking encyclopedia/information engine?
It's become my default for writing software. To the point that if it gets it wrong repeatedly, I'll spend longer trying to tell it what to do than if I just did it myself. Which is a bit weird, and frustrating. I'd struggle to go back now.

Predicting the future of it all is difficult.

fat80b

3,027 posts

239 months

Yesterday (13:33)
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There's already a thread on AI elsewhere.

But in terms of GPUs - I think it's fair to say that they are not the equivalent of the CDO - They are more equivalent to shovels in the gold rush.

One interesting thing to understand is that nvidia have so far cornered the market on them, and have (imho) price-gouged while they have a competitive advantage - I'd imagine that most people buying them have to as performance today is an arms race, but absolutely despise nvidia because of it (while being forced to buy the shovels off them).

It's not clear to me what happens when someone else comes along with something that is "good enough" to replace the nvidia purchase strategy but I'd guess it won't be great for nvidia....

fat80b

3,027 posts

239 months

Yesterday (13:44)
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fat80b said:
But in terms of GPUs - I think it's fair to say that they are not the equivalent of the CDO
Although



is worth a watch as it explores some of the circular investing arrangements that seem to be in place. In this sense, maybe there are *some similarities to CDOs in that they might be the cause of the whole thing crashing down smile