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(When) Do you think the AI bubble is going to burst?
(lemmygrad.ml)
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I think when china releases cheap tensor processing units, nvidia will implode, and with it the whole bubble.
Meh, I don't think that would be enough to stop it. The US would just force every country it has influence over to heavily tariff / completely sanction that technology from coming in. They did it with Huawei and OnePlus, solar panels, and their electric vehicles.
The solar panels falls most on line on where you can draw parallels though, both beneficial from a productivity standpoint, but still extremely gimped to "preserve manufacturing"