this post was submitted on 09 Sep 2025
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Nvidia comes to mind.
They sure did profit from all the bubbles, but how would they profit from the AI bubble bursting?
That's a good point, my bad. I didn't think about the bursting.
They can maybe swoop in and catch an even bigger share of the market, as they are filled with cash after the AI bubble?
They already have almost all of the discrete gpu market, they'd have to expand to new markets (although they are kind of exploring that already)
Or make sure the next big thing is also using GPUs