Mno to je právě ta komická část...

https://garymarcus.substack.com/p/has-the-bailout-of-generative-ai

https://www.wheresyoured.at/the-haters-guide-to-nvidia/

Dovolím si vykousnout závěr zpoza paywallu, ale za čtení stojí ta monstrozita celá:

In very simple terms, there is simply not enough real money in the world to continue funding NVIDIA’s future growth. Every year this company announces a new, more-expensive, more power-hungry GPU, and demands the market buy billions of dollars worth of them, and then spend billions of dollars more to install them, and then lose money until some sort of event happens that nobody can describe where these things begin to generate profit.

The only way for that to continue is debt, endless debt, more and more debt upon debt upon debt. The largest companies in the world — Microsoft, Google, Meta and Amazon, previously famed for funding everything through cash flow — are raising debt to buy more GPUs, all without any clear direction as to what it is that’s being built or why it is necessary.

When you look at NVIDIA for too long, you feel a madness brew within you. This company makes more money than any other company shipping a product that costs so much money to buy, install and run, at which point it only appears to lose money. Engaging with NVIDIA’s ecosystem requires you to bathe yourself in endless debt, acquire more power than any other industry has ever needed, and debase yourself by repeatedly stating that AI is the future without any tangible proof that’s the case.

At some point, these companies will not be able to raise enough debt, or will work out that they’re not even able to install or power on the GPUs they’ve already bought, or will work out that even when they do so there’s no profit in doing so.

Once that happens, everything begins to unravel, because everybody will admit that hundreds of billions of dollars have been wasted in service of effectively one company’s profits.