this post was submitted on 25 Nov 2025
672 points (98.8% liked)
Technology
77072 readers
3101 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 2 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
Honestly the questions you're posing require a level of market analysis that could fill an entire white paper and be sold for way more money than I want to think about. Its a level of market analysis I don't want to dive into. My gut instinct from having worked in the tech industry, working with datacenters and datacenter hardware at large companies is that the AI industry will contract significantly when the bubble pops. I'm sure I could find real data to support this prediction but the level of analysis that would require and the hours of work are simply more than it's worth for an internet comment.
You have factors including what hardware is being deployed to meet AI bubble demand, how the networking might be setup differently for AI compared to general GPU compute, who is deploying what hardware, what the baseline demand for GPU compute is if you simulate no present AI bubble, etc. etc. it's super neat data analysis but I ain't got the time nor appetite for that right now