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'Exactly how the dot-com bubble burst': A market research firm says keep an eye on this AI warning sign
(www.businessinsider.com)
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this post was submitted on 20 Jun 2026
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I keep hearing this from people and it's not true. People want GPUs for playing games not running AI so the backlog of chips isn't useful to anyone.
If nvidia had 0 AI chip buyers I will guarantee you they will come running back to consumers until the next fad.
Yeah but it'll be months before they can get production up and running. They've foolishly completely abandoned the consumer market which means they don't have the factories set up to produce consumer chips.
They also have nothing they can do with their own stock so it's not like there's going to be a glut of components.