this post was submitted on 20 Oct 2025
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I don't think they're going to let it pop like 2008. They'll probably keep it up until there's some new shiny use for GPUs and data centers and then move onto that, letting the AI market deflate.
I suspect 90% of this is just justification for building more data centers and figuring out what to do with them later. But if some downturn leads into a bunch of data centers closing, then we're heading for a big crash.
problem is, those gpus are only good for 3 years give or take before becoming obsolete, and those are at least half, if not closer to 60% of the cost of these data center builds
That seems absurd. Those centers have already been around for more than three years. At least AI has been.
If they had to trash 60% of their infrastructure every three years no one would've ever invested in this industry.