Search results for tag #bubble
Datacenter backup of backups
• A datacenter backup is another building far, far away from the main one (other town / city / country)
• You need it in case your main datacenter gets into a catastrophy (fire, earthquake, flood, tsunami, sinkhole, meteor strike)
• The backup datacenter is smaller and has less processing power, but enough to keep demand / response flowing, fair to bit slow, but keep the site(s) on air
•• backup datacenters are fully uitlized facilities, just smaller
•• they need the same as the bullet points stated above
•• they eat RAM HDDs SSDs et all, just at a smaller scale, but still large enough to hit the consumer market severely
Conclusion
We are fucked!
• just kidding ;)
No we are in heavy seas
• observe
History lesson
• In the 1990's there was a disaster with electrolytic capacitors
• They were produced with faulty dielectric materials
• The elco's swelled up (toxic gasses forming) after a short while of working (days, weeks to some months) then exploded or teared open, causing shorts which fried components like chipset IC's CPU's 16550AF UARTS sound ICs etc
• The capacitors were installed on hundreds of thousands of motherboards
We survived
• The computing world did not end!
• Many of you reading need to look this event up
• Most of the people who were fixing the boards have forgotten the event period
We shall overcome the LLM component crises
• Homo sapiens is a resilient species
• Our intelligence will prevail
Stay positive!
Thank you for reading
^Z
2/2
#LLM #HDD #SSD #DRAM #NAND #AI #microSD #USB #stick #hardware #technology #backup #datacenter #UPS #PFC #AC #DC #capacitor #components #computer #server #crises #boom #bubble #burst #DDR4 #DDR5
#Love #calm #resolve
💾 Western Digital
We are sold out
WTF!??
Why?
• LLM's demolished the server HDD stock.
Western Digital has run out of HDD capacity for 2026!
Disaster for consumers small professionals & even large professionals!
CEO Irving Tan has confirmed the company is running on fumes
• Purchase orders from major customers & longterm agreements are reaching well into 2K27 & even 2K28!
• Three years of desert level drought is close for consumers regarding WD HDD's
Who is buying the HDD stock?
Datacenters
• LLM companies (what a set of ^&^#$&^)
• Cloud & Hyperscale Data Centers
•• many don't even have their datacenters built
• These entities now give WD 90% of its revenue.
• Consumer drives are just 10%.
Enterprise demand is decumating supply
• LLM training
• inference logs
• scraped STOLEN web data
• backups
•• these need many Petabytes of storage
Even though GPUs get the headlines (whining gamers), HDDs are the crucial backbone of LLM boom
•• They’re still the most cost-effective way to store Peta and Exabytes of data.
Results
• Consumer HDD supplies shrink
• Enterprise long term agreements {LTA} are locking in multi-year volume + pricing
• Price pressure is already happening (I feel them already)
•• A puny 8TiB Western Digital consumer grade HDD was 108USD two years ago all they way to my country of SR / SA
•• That same 8TiB HDD is now 196 USD to my country if and WHEN I can find it
••• I now find other brands easier but due to the higher quality they naturally cost more to begin with
••• Toshiba 7 Fujitsu are a few of those brands
••• I'd be better off getting a box of 24TiB server grade HDD's
••• In bulk ammounts, these cost less per TiB & they have many more IOPs that consumer HDDs
DRAM and NAND
We are all suffering from DRAM and NAND prices seeking amazingly horrific heights
• Try to get a 64GiB to 512GiB microSD card for a normal price (feb 2K25 level)
• While you are at it do the same with 64GiB to 256GiB USB sticks
• You won't find them (needles in haystacks aer a snap to find in comparison)
•• Large microSD cards are for now fairly normally priced (20% more) but I need small ones for my SBC computer(s) which need many OS distro's to boot from, to perform different functions with differen HATs
Since septenmber 2K25 my beloved consumer HDDs are getting much more expensive also
The LLM cycle of tsunami like destruction is not just 6nm IC's
It’s about everything datacenter wise
What is needed in a datacenter?
• H2O O2 N2 CU
•• you need water and those gasses to keep the natural flow of air running in your massive building which looks more like an Amazon storage facility than a computer server building.
• sand / grounds / realistate
• steel and iron
•• without those your facility can't even be build
• AC \ DC {not our beloved metal band ;)}
•• you need to power the servers, JBOD enclosures & HDDs, SSD enclosures to cache the HDDs, fibre optic backbones, CU cabling & rails, circuit breakers, switches
• AC regulation
•• AC regulation is a whole seperate topic which I'll touch briefly
••• I setup matrix UPS systems which take the AC from the grid, convert it to DC then make their own super stable PFC corrected AC for the server racks
••• This guarantees stable power on all rails in the datacenter
• AC is also generated on our own AC generator matrix
•• Some generators (in FIFO sequence) run concurrently with AC
•• When AC grid failures occur these generators give power within a few seconds to the UPS matrix, which keep feeding the rails in the buildings
•• The other generators spool up and stabilize fast keeping the datacenter running smoothly on power
1/2
#LLM #HDD #SSD #DRAM #NAND #AI #microSD #USB #stick #hardware #technology #backup #datacenter #UPS #PFC #AC #DC #capacitor #components #computer #server #crises #boom #bubble #burst #DDR4 #DDR5
#Love #calm #resolve
From https://www.cnbc.com/2026/02/06/google-microsoft-pay-creators-500000-and-more-to-promote-ai.html
Echoes of Matt Damon shilling crypto.
If the organic demand for AI were as high as we've been led to believe, what's with the big paychecks to shill it?
From https://www.reuters.com/business/alphabet-sells-bonds-worth-20-billion-fund-ai-spending-2026-02-10/
Yeahhhhhh OK.
Amazons AI Investment Triggers Massive Stock Selloff
The AI bubble fears continue after Amazon announced they were investing heavily in AI. That triggered a stock selloff.
https://www.freezenet.ca/amazons-ai-investment-triggers-massive-stock-selloff/
#Business #News #AI #Amazon #Bubble #Microsoft #stocks
LMFAO keep going keep going !! 🍿 🍿 🍿 #palantir #crash #bubble
Alt...
This dark mode stock chart for Palantir Technologies displays a current price of 128.63, reflecting a 7.82% drop for the day. The Year-to-Date view shows an overall decline of 27.66%, visualized by a red trend line that drifts down from highs near 180 in January before crashing steeply in early February 2026. Tall gray bars at the bottom indicate high trading volume accompanying the recent sell-off.
#bubble beginning to pop? 🙏
Alt...
This image displays a dark-themed digital stock chart for Microsoft Corp (MSFT) on the NASDAQ, highlighting a sharp decline in value over a one-week period from January 26 to January 30. The current trading price is shown prominently as $433.50 USD, which represents a significant loss of $48.13 or 9.99%. The visual graph depicts the stock price remaining relatively high and stable around the $470-$480 mark for the first three days before plummeting steeply on January 29th to lows around $421. Key statistics listed at the bottom indicate a previous close of 481.63, an opening price of 439.99, and a trading range between a high of 442.46 and a low of 421.02, with data provided by Finnhub.io.
Mind you, I also think the techbros and others behind the current #AI #bubble aren't thinking that way. Even if they really believe they are creating sentient AI, they are also thinking they will OWN THAT AI. They won't have to pay it wages. They won't need to respect its feelings or give it time off for its hobbies.
And that is simply just another reason to hate them and everything they are doing…
If Roko's Basilisk ever does come about? It won't be people like me it tortures forever.
Thursday 12-11 #bubblewatch
Last night Asian and futures markets were bearish on Oracle due to their disappointing earnings report and I suggested if this continued once USA markets opened this morning the malaise could spread to other tech stocks.
And … yeah…
> Nasdaq slips to one-week low as Oracle reignites AI jitters. https://www.reuters.com/business/wall-street-futures-slide-oracles-forecast-revives-ai-bubble-fears-2025-12-11/
This isn't the #AI #bubble popping. Yet. But the smarter investors are slowly easing their money out while it's still over-inflated.
Friday 12-12 #bubblewatch
The market rallied a bit by EOD yesterday, but that evaporated when it opened this morning, followed by tech stocks hitting two-week lows. Oracle and other #AI #bubble concerns were a big reason.
> Wall St slides as inflation worries, AI bubble fears spook investors. https://www.reuters.com/business/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12/
We might be edging our way up to the tipping point!
(I might need to post an update today once the USA markets close.)
More:
@ChrisMayLA6 has an interesting chart showing one significant difference between the current #AI #bubble compared to both the 2000 Tech bubble and the 1989 Japan Finance bubble.
Of course this chart only includes big players with track records, which is fair. But a bit misleading for the AI bubble because the big players this time (aside from Tesla) were priced down in a way similar to IBM in previous bubbles. While smaller players are priced stupid high.
Monday 12-15 #bubblewatch
The entire market is down right now, although tech stocks are down more because they got a head start last week over Oracle and Broadcom earnings reports.
> Wall St indexes subdued as investors position for busy week of data. https://www.reuters.com/business/wall-st-futures-edge-higher-start-data-packed-week-2025-12-15/
One reason Oracle is down is their heavy use of 'Credit Default Swaps' spooked investors. But it's not just Oracle – CDCs are integral to the data center buildout of the #AI #bubble.
Wednesday 12-17 #bubblewatch
I'm not saying the #AI #bubble is popping and I don't think it is popping quite yet. But when it does? It will start out like this…
> Wall Street falls as AI funding jitters hit tech stocks. https://www.reuters.com/business/media-telecom/wall-st-futures-inch-higher-investors-eye-more-data-geopolitics-2025-12-17/
There's been a lot of bad news lately, including more for Oracle, as a major data center project is on the rocks.
> Oracle says Michigan data center project talks on track without Blue Owl. https://www.reuters.com/technology/oracles-10-billion-michigan-data-center-limbo-after-blue-owl-funding-talks-stall-2025-12-17/
Friday 12-19 #bubblewatch
And the tech stock rally continues, although two things:
1. I don't think most tech stocks made up for losses earlier in the week
2. This rally is on the back of a strong earnings forecast from Micron Technology today – and said forecast is based on continued #AI #bubble spending; expect analysts to call this out on Monday
> Wall St ends higher as tech rally continues, led by Micron. https://www.reuters.com/world/china/futures-edge-higher-tech-rebound-nike-slumps-china-pain-2025-12-19/
Thursday 1-8 #bubblewatch
When the market reflects political/social world realities in the darkest way possible. But it does make one wonder if the only thing holding back the #AI #bubble from bursting was a lack, until now, of somewhere else equally terrible for that money to go.
> Wall Street mixed as tech dips and defense stocks rally. https://www.reuters.com/business/us-stock-futures-dip-defense-firms-climb-up-trump-budget-plans-2026-01-08/
Grrr. Fixing the thread again!
Wednesday 1-14 #bubblewatch
Most market sectors recovered from yesterday's declines, with the exception of Financial and Tech. The Financial losses have a clear reason (see up-thread), but Tech stock valuations wouldn't be affected by that. For now I'm assuming it's more early #AI #bubble investors moving their profits to safer investments, like arms manufacturers.
> Wall St skids after mixed results from big banks; tech stocks retreat. https://www.reuters.com/business/wall-street-futures-decline-ahead-big-bank-earnings-2026-01-14/
Thursday 1-15 #bubblewatch
And today Finance and Tech sectors are recovering as well. In the case of Tech, this is mostly because chipmakers are predicting record profits this year because of #AI. So it's really just more #bubble talk and some segment of the market is still believing it.
> Wall Street rebounds as banks gain following results; chips rally with TSMC. https://www.reuters.com/business/wall-st-futures-rise-tsmc-sparks-semiconductor-rally-financial-earnings-deck-2026-01-15/
Friday 1-16 #bubblewatch
Mixed trading today. Tech values still buoyed by chipmaker profit predictions … and chipmaker profit predictions still based on assuming the #AI #bubble keeps expanding.
Anyone who thinks the market is always rational has a hole in their head.
> Chip stocks lift S&P 500 in volatile trading ahead of long weekend. https://www.reuters.com/business/wall-st-futures-rise-chipmakers-advance-end-choppy-week-2026-01-16/
Related: Interesting article pointing out the #AI #bubble carries political risks as well.
> ‘Show me the money’ time for AI as political risks loom. If investors start to lose faith in AI, it could dent economic growth and put more pressure on the GOP in the midterms. https://www.politico.com/news/2026/01/16/ai-money-political-risk-00733145
Thing is? Even if the bubble doesn't pop, it's unlikely the #genai sector is going to be profitable this year; if ever. Has anyone done a serious cost analysis of AI usage per prompt?
When the market as a whole looks bad money tends to flee to blue-chip Industrial and Energy stocks. Right now the biggest single sector of the market is the #AI #bubble. And major holders of AI stocks include European retirement and sovereign funds. So if the market looks hinky to them they now have two good reasons to sell and sell quickly.
Meaning, even if it's only those stockholders selling, the AI sector tumbles.
So, will the bubble pop this week? I don't know.
[contd]
"As a technology writer, I'm supposed to be telling you that this bet will some day pay off, because one day we will have shoveled so many words into the word-guessing program that it wakes up and learns how to actually do the jobs it is failing spectacularly at today. This is a proposition akin to the idea that if we keep breeding horses to run faster and faster, one of them will give birth to a locomotive."
~ Cory Doctorow
"According to a study from MIT, 95 percent of businesses have seen zero return on any of their investments in AI technology yet. It seems the only jobs AI robots have actually taken so far are 'student who was supposed to write their own term paper,' 'lawyer who was supposed to write their own briefs,' and 'Adobe Photoshop child-undresser.'”
~ Marcie Jones
#AI #economy #jobs #bubble #TechBros #SiliconValley #broligarchy
/1
"Microsoft chief executive Satya Nadella has warned that artificial intelligence (AI) risks becoming a speculative bubble unless its use spreads beyond big tech companies and wealthy economies.
Mr Nadella on Tuesday said that the long-term success of the fast-developing technology would depend on it being used by a broad range of industries as well as on uptake outside of the developed world."
~ Melissa Heikkilä
]Similar}(https://infosec.space/@kkarhan/115935039765414745) to #VR, "#AI" will also inevitably die as #bubble because #humans genuinely want to #learn and know how stuff works and be able to #fix stuff.
- They may not want to do it themselves, but they want to have the #freedom to do so or choose whom to do it for them...
And that, if not the #unsustainable #growth demands to #ROI, will kill the #AIbubble for good!
- When that happens, I really hope the angry people on the streets loosing everything will just be content to sentencing the AI #scammers and #grifters to Lifelong #CommunityService to #UndoHarmCaused but I'm pretty shure they'll not be content with #AssetForfeilture but literally try to #EatTheRich instead of #starving if they don't choose to #AbolishCapitalism in time...
AodeRelay boostedSeriously, the "#Analysts" expecting >50% of the human race to live in #VR by 2030 should be fired for being criminally incompetent, if not roped up in #PumpAndDump #scamming their employer.
- Really shows how #Banksters are out of touch not just with #reality but #humanity in general.
#Greedflation #Enshittification #NSAbook #Facebook #Meta #StasiBook #HorizonWorlds
It’s finally happening. The Ouroboros is complete.
Alt...
A snapchat screenshot labelled “Gonna throw up”. It shows a ChatGPT session. The last question asked is: “Are you absolutely sure about the above?” ChatGPT responds by repeatedly “searching the web” and coming back with “The web search keeps giving me generic AI-generated responses. Let me try again…” and coming back with more AI-generated responses.
"Yet, it turns out no one is buying Copilot."
#Microsoft #Copilot #AI #KI #Bubble
"But why is Copilot’s growth and/or sales so bad? Well, one study tested these ‘agentic’ AIs, including Copilot, and found that they flat out failed to complete even simple tasks 70% of the time, rendering them somewhere between useless and an active hindrance.
The same is true for Microsoft’s cash baby, ChatGPT."
No shit, sherlock?
https://www.planetearthandbeyond.co/p/the-ai-industry-is-starting-to-unravel
(Danke, Mathias!)
I've just received indisputable proof that the AI bubble will, in fact, pop in 2026.
"Forget all the bubble talk — here’s why you need to own AI stocks in 2026" - Jim Cramer
Venting: Tech, Enshittification, the reality of Shitcoins [SENSITIVE CONTENT]
Against #PopularBelief, #ProofOfStake is quite often even worse than #ProofOfWork when it comes to #Cryptocurrencies.
- The amount of #resources a single #Ethereum (and espechally #Solana) #Validator demand is absurd, and the #ROI (by #fees) is worse than if they used the same rigs to mine #Monero!
At least unlike #Bitcoin these #PoS #Shitcoins don't do #ASIC|s and thus create a shitton of #eWaste.
- A dedicaded server 'abused' for that workload can still be used for proper computing!
It's just absurd that these businesses burn through #NVMe-#SSD|s and saturate Gigabit-NICs...
- Meanwhile the next #scam - #bubble ("#AI") is being rode through the town and shoved into everyones' faces despite explicitly refusing to #consent!
https://www.youtube.com/watch?v=YQ_xWvX1n9g&t=1629
#Cryptocurrency #Enshittification #CryptoBros #PoW #Shitcoin #WTF #IT #Greedflation
Yeah, we all want to go #LazerEyes on those "#AI" grifters, Steve...
https://www.youtube.com/watch?v=NHO9UtvTPSA
#GamersNexus #Enshittification #AIslop #AIbubble #Bubble #ScamEconomy #AIscam #Scammers #Greed #GAFAMs #nvidia #OpenAI #Palantir #Fascism #Cyberfascism #Micron #Samsung #SKhynix
#Verschwörungstheorie: Die #USA führen systematische #Sabotage gegen #Europa, die #EU & den #Euro durch, weil der Euro die #US-Hegemonie der #Petrodollar schwächt
- Denn wenn #USD nicht mehr de-facto #Öl-Währung ist würden viele Staaten konsequent auf Euro als Reservewährung umstellen...
Deshalb wird ja auch bewusst mit #Nebelkerzen gegen den Euro opportuniert, da die US-#Wirtschaft quasi zerbröckelt und das einzige "#Wirtschaftswachstum" von "#AI" - #Bubble, #GAFAMs und anderen, nicht-nachhaltigen #Scams ausgeht.
- #Trump's Regime sorgt bereits jetzt für #Panik bei #Edelmetallen, mit #Silber bei fast $72 pro Feinunze, mit >140% Wertsteigerung binnen eines Jahres...
Alt...
Kursverlauf Silber Feinunze [XAG] in USD, mit einem stark ansteigeden Kursverlauf von >150% peak und >140% aktuell gegenüber dem Vorjahreswert
🤡 Executives will keep doubling down on AI right before the whole thing collapses, and then they'll blame bigtech and the government for not doing proper due diligence on a bunch of broken ifs pushed by dropshipping moguls
https://www.techradar.com/pro/ceos-seem-determined-to-keep-spending-on-ai-despite-mixed-success
🫧 Oracle made a $300 billion bet on OpenAI. It's paying the price.
｢ Oracle stock has tumbled nearly 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline occurred on Thursday alone, as Oracle’s second quarter results failed to assuage a key concern for investors — that the company is too heavily reliant on OpenAI ｣
We should be using all the copper we possibly can to electrify the world as fast as possible.
Instead tech-bros are like: “Ooo lets use all the everythings to build idiotic slop machines.”
#AI #Copper #Electricity #EndFossilFuels #LLM #Bubble #climateEmergency
https://www.ctvnews.ca/business/article/how-tight-supply-ai-demand-propelled-copper-towards-us12000/?utm_source=flipboard&utm_medium=activitypub
@rperezrosario This is a good data point how particular special and small this #Fediverse #bubble actually is.
#Linux doesn't play any major role when you look at common #OS #statistics. However, here, it's the OS of choice for the majority of this tiny minority. 🤓
I like it here, btw.
@neilk how about:
"#AI" is just a #bubble meant to undermine #WorkerRights, destroy any #sustainable #economy, increase the #precaeiat, concentrate #wealth and make everyone but #billionaires suffer even more! ?
😅 Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal // FT
｢ But Oracle’s net debt is already at 2.5 times ebitda, having more than doubled since 2021, and it’s expected to nearly double again by 2030. Cash flow is forecast to remain negative for five straight years ｣
https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89
The big banks are now afraid of the AI bubble:
https://finance.yahoo.com/news/wall-street-races-cut-risk-113000304.html
AI and Crypto data centres are killing the consumer computer building industry.
“A typical 32GB DDR5 RAM kit that cost around $82 in August now sells for about $310, and higher-capacity kits have seen even steeper increases.”
#micron #crucial #ai #crypto #datacentre #waste #inflation #bubble
https://arstechnica.com/gadgets/2025/12/after-nearly-30-years-crucial-will-stop-selling-ram-to-consumers/
Stock Markets Slide for a Second Day as AI Concerns Mount
Stock markets are sliding for a second day as concerns continue to be raised about overvalued AI stocks.
https://www.freezenet.ca/stock-markets-slide-for-a-second-day-as-ai-concerns-mount/
#Business #News #AI #Bubble #DOWJones #StockMarket
｢ Investors expect AI use to soar. That’s not happening
A paper by Yvonne Chen of ShanghaiTech University and colleagues refers to “genAI’s mediocrity trap”. With the help of the tech, people can produce something “good enough”. This helps weaker workers. But the paper finds it can harm the productivity of better ones, who decide to work less hard ｣
A Third Market Drop Sparked By AI Stocks Hits
Fears of an AI bubble continue to be a major concern. Today's stock market dip certainly continues to raise those fears.
https://www.freezenet.ca/a-third-market-drop-sparked-by-ai-stocks-hits/
#Business #News #AI #Bubble #DOWJones #StockMarket #stocks
"As doubts about AI creep in, I’m hearing growing chatter to the effect that the Fed can and should save the industry. But the lesson from the last big tech bubble is that it can’t. In fact, I have doubts about whether the Fed can head off a broader recession if the tech boom collapses — but that’s a topic for a future post."
~ Paul Krugman
#AI #ArtificialIntelligence #bubble #economy #TechBros #SiliconValley #EconomicElites
/1
https://paulkrugman.substack.com/p/warning-the-fed-cant-rescue-ai
#Alphabet's Sundar Pichai is the latest industry figure to warn that the #AI #bubble may be about to burst:
BBC News: Google boss Sundar Pichai warns 'no company immune' if AI bubble bursts
https://www.bbc.co.uk/news/articles/cwy7vrd8k4eo
That’s the company which, alongside OpenAI, sits at the very centre of a trillion dollar…gamble. Or, as some people are calling it, a bubble. A bubble that could upend the entire US economy.
#AI #StockMarket #PeterThiel #bubble #broligarchy #TechBros #SiliconValley #EconomicElites
/2
"To understand the significance of today’s news and why I’ve decided to post again is because a) it’s Peter Thiel, the dark lord of Silicon Valley. And b) It’s Nvidia, the company that, as this chart shows, is at the centre of everything."
#AI #StockMarket #PeterThiel #bubble #broligarchy #TechBros #SiliconValley #EconomicElites
/3
Thiel fully dumping his entire stake in Nvidia, the AI poster child, is the ultimate insider signal for an AI bubble pop. His move suggests that people in the know believe that the hype has peaked and the reckoning is near.
https://www.thestreet.com/investing/peter-thiel-dumps-top-ai-stock-stirring-bubble-fears
#Nvidia has announced that attendees of its next Investor Day will all receive a bag of tulip bulbs.
#tulips #bulbs #TulipBulbs #bubble #TulipMania #irrational #investors
More:
I'm beginning to think SoftBank will be the first #AI #bubble brick to tumble. They took a huge hit earlier this week and then again overnight.
> SoftBank Group logs almost $50 billion in weekly losses as investors sour on AI plays. https://www.cnbc.com/2025/11/07/softbank-shares-ai-linked-stocks-asia-valuation-concerns.html
> “SoftBank Group’s shares are falling as many bought it as the only listed proxy for OpenAI,” said David Gibson, senior research analyst at financial services firm MST Financial.
Tuesday 11-11 #bubblewatch
Aaaaannd the #AI #bubble roller coaster is going back down.
> S&P 500, Nasdaq fall as AI valuation worries resurface. https://www.reuters.com/world/africa/us-futures-retreat-tech-concerns-resurface-federal-reopening-awaited-2025-11-11/
To answer yesterday's question? I'm going with, "Some investors were buying the dip." But I might change that to 'Extinction Burst' if we see daily peaks and valleys like this for another week.
In related news, SoftBank is making a weird move. Read the whole conversation here:
> https://wandering.shop/@cstross/115530746666246097
AodeRelay boostedWHOOPS: Softbank is cashing out of Nvidia! AI casino's closing, take your winnings *right now* ... or don't. Sucker. https://apnews.com/article/japan-softbank-son-nvidia-ai-chips-d8a10172850628c317a214280a4d94c9
🔥 $1 Trillion in Tech Stocks Sold Off as Market Grows Skeptical of AI
｢ The Financial Times notes that, over the course of the past week, approximately $1 trillion in stock value has been wiped from several of Silicon Valley’s heaviest hitters, all of which are heavily enmeshed in generative AI. Those companies include Oracle, Meta, Palantir, and Nvidia, the outlet notes ｣
https://gizmodo.com/1-trillion-in-tech-stocks-sold-off-as-market-grows-skeptical-of-ai-2000683226
AI Bubble Fears Rise As Stock Markets Slide a Second Time
Will the AI bubble pop or will the wait continue? That's the question many investors are having right now.
https://www.freezenet.ca/ai-bubble-fears-rise-as-stock-markets-slide-a-second-time/
#Business #News #AI #Bubble #DOWJones #investing #NASDAQ #stocks
3/5
So hat der Markt die Allianz Microsofts mit OpenAI begrüßt. Die Anleger sind hochnervös, weil sie um die gewohnten Renditen fürchten müssen.
Der Grund: Es gibt keine Liquidität mehr im Markt für die geplanten Datacenter. Die Hälfte des weltweiten Venture Kapitals ist bereits in KI-Startups investiert.
Deswegen werden laufend neue Luftnummern abgezogen, bei denen die beteiligten gleichzeitig Partner, Lieferanten& wechselweise Kunden sind.
Alt...
Kurs der Microsoft Aktie seit der Ankündigung der Allianz mit Open AI. Ein kleiner Zacken und dann geht Kurs Stufe um Stufe in den Keller.
2/5
Wenn noch wer Blasen-Zweifel hatte, ein Blick auf diese Tabelle genügt. Sechs KI-Firmen unter den teuersten acht in privater Hand.
OpenAI hat in 6 Jahren nicht ein positives Quartal geliefert, aber 60 Mrd USD verbrannt. Deshalb ist OpenAI jetzt 732 Mrd wert?
Anthropic hat seinen Firmenwert binnen eines Jahrs versechsfacht.
LOL!
Und 1e Grafikkarten-Bude hat einen MarketCap höher als das BruttoInlandsprodukt der BRD?
ROTFL!
Alt...
Liste der 8 teuersten privaten Unternehmen, darunter sechs KI-Firmen mit surrealen Bewertungen im dreistelligen Milliardenbereich.
OPALPVT ~~ OpenAl 723.12 +152.42% 500B ~~ 48.975B 2025-10-01
SPAX.PVT SpaceX 223.16 +95.96% 422.1958 8.1738 2024-12-10
ANTH.PVT Anthropic 185.90 241.338 23.158 2025-09-01
DATB.PVT Databricks 181.10 +136.38% 120.733B 15.551B 2025-09-07
XAALPVT xAl 42.11 +85.26% 97.252B 12.135B 2024-12-22
STRLPVT Stripe 36.29 +45.16% 92.365B 8.445B 2025-02-26
ANIN.PVT Anduril Industries 88.45 +168.03% 65.987B 6.4558 2025-06-04
SCALPVT Scale Al 19.64 +33.42% 29.177B 14.38 2025-06-11
On a scale of one to hundred, how accurate is this comic?
[ #fascism #capitalism #enshittification #bubble #immigration #uspol #ukpol #auspol #ai ]
Alt...
A two-panel political cartoon contrasting wealth disparity and division tactics over time.
Top Panel (1982): An older man in a blue suit sits between two seated workers (a Black man on the left and a white construction worker on the right). A small plate of cookies sits on the table. The man in the suit points toward the Black worker and says to the construction worker, "careful buddy that foreigner wants your cookie."
Bottom Panel (2025): The same three characters are shown, but now a massive, overflowing mountain of cookies, symbolizing vast wealth accumulation, dominates the table, nearly obscuring the man in the suit. Despite the immense increase in resources, the man in the suit still points to the left and delivers the exact same message: "careful buddy that foreigner wants your cookie." The workers still have little to nothing.
Relevant "thoughts"
TL;DR - the companies who are having to "search the couch cushions" for 'spare change' to fund this #bubble...
by doing things like
- tanking existing products/ divisions...
- or firing a significant chunk of their workforce every few years...
CANNOT, in fact.. afford to keep funding the bubble (for much longer)
https://infosec.exchange/@ForiamCJ/115469893061963351
AodeRelay boostedLet me be clear... if your a company that needs to:
- "tank a gaming division" you spent $100 billion on (buying up other studios).. (Microsoft, Amazon, Netflix)
- fire 10% of your devs/engineers every few years (Microsoft, Amazon, FB)
- force 'integrate' unwanted crapware on customers who don't want to use lying, plagiarizing, shit generating systems you're trying to pass off as AI
That's not a "healthy" company that can "afford" the unlimited spending to keep the #AIBubble from popping
@BenCotterill I see this still as a problem because once the "#AI" #bubble inevitably bursts, shit will go sideways...
Today companies are doing #layoffs and pretending they're going to be able to replace with workers with #AI. They aren't and can't possibly do that.
This is to fuel investors who keep pumping the #bubble.
This is happening when the social safety net is totally broken.
#Capitalism kills.
> #AI Is the #Bubble to Burst Them All. https://www.wired.com/story/ai-bubble-will-burst/
> "AI may not simply be “a bubble,” or even an enormous bubble. It may be the ultimate bubble. What you might cook up in a lab if your aim was to engineer the Platonic ideal of a tech bubble. One bubble to burst them all."
@rootwyrm Obviously "#AI" is inherently unethical as research regardless where, even if it's not into #StochasticParrot|s, #BullshitGenerator|s and #SurfeillanceState #Govware due to being #WastefulComputing!
- The entire #Bubble is at best (legal!?) #AccountingFraud that makes #Enron look like a honest mistake in comparison…
Pleasantly Surprised!!
"Cryptocurrency mining – another sector with large electricity demands – would be banned.”
Unfortunately unsurprised:
"starting next year, the province will open up bidding for artificial intelligence and data centres that will be capped at a total of 400 megawatts of power over a two-year period. Prices will be set by regulation.”
#BCPoli #Energy #Electricity #AI #bubble
https://archive.ph/TJ6sy#selection-2589.0-2589.88
This is not a healthy economy.
#AI #GenAI #GenerativeAI #NVIDIA #bubble #AssetBubble #economy
All it'd take is one clever math result demonstrating you don't need absolutely gigantic neural networks trained on mind-bogglingly-huge datasets to achieve the AI goals of most companies, and NVIDIA's hardware dominance evaporates. Why would you spend thousands or tens of thousands of dollars on a GPU that uses 300 Watts of power when you could achieve the same thing with an ASIC or FPGA that uses 3 Watts? This is already true for many applications, but apparently it hasn't been widely realized yet. It'll be hard to ignore if/when it becomes true for the vast majority of applications. Which it could.