this post was submitted on 27 Jan 2025
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So, I get that the hardware is needed for training the models and that's why the stock price fell. But it's also required to run the models, and this news is only going to increase the supply of AI services. It seems to me that this isn't a big threat to the companies that sell AI hardware.
The thing is that they can no longer sell insanely overpriced hardware. The VC fucktards and coin bros begin to understand they're being scamed. And that murdering competition from China is around the corner. All this is very good news for consumers.
Agree, but the market doesn’t think rationally.
Better access to software is good for hardware companies. Nvidia is still the best company when it comes to this kind of computing hardware.