The GPU Giant’s Slow, Painful Death Has Already Been Predicted 8 Months Ago

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The GPU Giant’s Slow, Painful Death Has Already Been Predicted 8 Months Ago

Nvidia has been on an upward spiral, generating an immense amount of revenue and releasing powerful, AI-focused products that while controversial, have sold impressively well. However, not everything is meant to last, and once the AI bubble bursts, Nvidia might lose a lot of its credibility and stock in the process.

This has been seen only recently, with disruptive AI models such as Deepseek and changing market conditions – which have all forcibly brought down its stock by a fair margin. Interestingly, this was all predicted in a rather innocuous

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thread around 8 months ago, which has stood the test of time.

Nvidia is set to ****** and burn, or at least struggle if the AI bubble bursts

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As mentioned in a

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thread by user u/ZucchiniOk285 on the r/stocks subreddit, Nvidia has had somewhat of a golden goose in their possession, thanks to the AI ***** affecting the current market of today.

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by

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in

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An overabundance of AI tech, products and demand has shot up the demand for computational hardware, and GPUs seem to be the perfect fit for large scale models. Nvidia’s Quadro RTX series is simply unmatched in terms of raw computational power, at least compared to its competitors, and the demand for Nvidia products (even outside of gaming!) is at an all time high.

However, things may not remain like this forever. After all, the AI ***** is expected to stagnate very soon (realistically, in a few more years) as a number of issues plague it – ranging from sometimes useless, unnecessary and incorrect application of AI to tasks, and the public’s general distaste toward the same.

All of this will result in the bursting of the AI bubble, which could have far reaching consequences for Nvidia. The tech giant amasses approximately 60% of its profits from generative AI related products, and the removal of this demand would result in a massive setback for the company.

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This is bound to happen sooner or later, as more and more consumers begin to figure out that AI enhanced products are rarely useful for them. All of this would result in Nvidia’s stock taking a direct hit, and the company’s slow but painful descent into prospective oblivion.

This doesn’t mean that generative AI is going anywhere though – it is here to stay, but only in niche use cases which do not affect the average user. Regardless, this should result in a massive exodus that will flip the scales once more.

This isn’t the first time that new tech has failed to reach to the stars

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Interestingly, this would not be the first time that a prospective, game changing technological revolution has had its hopes and dreams cut short. The early internet ***** for example, draws alarming parallels to the ongoing AI revolution.

Both sectors had a few key players in alarming positions of power, from which they were ultimately torn down thanks to the arrival of newer competitors and a general decline of the media in general.

For AI, the arrival of alternative models such as Deepseek has been quite disruptive, even managing to directly affect Nvidia stocks. After all, Deepseek is open source, and its avoidance of proprietary hardware means that in many cases, AMD cards are able to outshine Nvidia!

While AI is no doubt transformative, it is by no means a replacement of any kind. The bubble will burst, but when, remains the question.

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#GPU #Giants #Slow #Painful #Death #Predicted #Months

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