this post was submitted on 28 Jan 2026
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My fear is that when the AI bubble pops it will take many PC hardware manufacturers with it. Can Nvidia survive if OpenAI goes under? It will leave a massive hole in their finances.
A bubble popping might just make matters even worse.
Gotta get worse before it gets better
I honestly think the current bubble is being pushed because of Nvidia needing to justify their hardware after Bitcoin and after NFTs. If they were smart, they would already have stuff ready to go for when the bubble bursts.
NFTs didn't directly need GPUs really. eth did, but that's not really the same thing. NFTs didn't increase demand, the price of eth did. Same in how the price of bitcoin increased demand.
Either way, prices never came down from that, and I suspect they'll never come down from this.