Matisyahu's Blog

The combination of rain and wind has dropped the temperature back to winter levels with the temperature at the moment sitting at 8°C. The weather has been crazy over the last week but unfortunately next week on Tuesday I’ll need to pop into the office but I will get a free breakfast and lunch so I guess I’ve got that going for me. I’ll get to bed really early on Monday night so then I can have a nice long sleep so then I am ready for an early start – my body is going to get a bit of a shock when I get up at 6:00am so then I can get ready and catch the train.

I’ve been watching a few videos today (link) regarding those calling out the AI hype bubble and I have to admit it felt good seeing people a lot smarter than me confirming what I always suspected but couldn’t put my finger on. I think this is going to be one of those cycles where quite a few people are going to be wiped out once the dust is settled particularly when you look at the money-go-round taking place between the various players. It reminds me of the the fall out of the dot com bubble and how Sun Microsystems (aka ‘the dot in dot com’) suffered post collapse as they were competing not just against the emerging rise of x86 (and later x86-64) servers running Linux but also the second hand market where many of the dot com servers were sold with many of them barely being used – in ‘good as new’ condition or in some cases were never taken out of the box they came in.

It’ll be interesting to see if the same situation occurs if the AI bubble pops thus leaving the likes of nVidia in a situation of having to not just compete against the other players (Intel and AMD) but also competing with second hand nVidia systems that’ll appear on the market (that’ll be as ‘good as new’ as they’ve been maintained in a pristine datacentre environment). I could see universities picking them up for a song so I guess the fall out will mean that in a second life the hardware will be used for something productive rather than feeding a speculative bubble.