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1. Embed this notice
   Dare Obasanjo (carnage4life@mas.to)'s status on Friday, 21-Nov-2025 03:34:11 JST Dare Obasanjo

   The closest analog to Nvidia from the dotcom bubble is Sun Microsystems. They make the expensive hardware that are the shovels in the gold rush and will see reduced sales if build out exceeds user demand.

   However this doesn’t diminish the need for their hardware in the long run. What killed Sun was Linux. Demand for internet services rebounded but not their costly servers.

   That’s the real threat to Nvidia. That the future is Google TPUs or Groq’s LPUs not that OpenAI can’t come up with $1.4T.

   • Embed this notice
     Rich Felker (dalias@hachyderm.io)'s status on Friday, 21-Nov-2025 03:34:10 JST Rich Felker

     in reply to

     @carnage4life The real threat is the fictitious demand drying up when folks stop pretending they see the emperor's clothes.

   • Embed this notice
     GNU Too (gnu2@gnusocial.jp)'s status on Friday, 21-Nov-2025 08:32:32 JST GNU Too

     in reply to

     • Rich Felker
     @dalias bitcoin can fix this #growNOSTR
   • Embed this notice
     GNU Too (gnu2@gnusocial.jp)'s status on Friday, 21-Nov-2025 09:14:28 JST GNU Too

     in reply to

     • Rich Felker
     @dalias bitcoin can fix this #growNOSTR