this post was submitted on 27 Jan 2026
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That’s a very interesting deep dive. Didn’t mind this wall of text at all.
Is AMD also involved in the same shenanigans? Sounds like the AI bubble pop could also mess up the GPU market.
AMD is largely left behind. They are trying real hard to pitch their MI products as an nvidia alternative, but no one is biting. Strangely some of their line is even more exotic to try to host than the highest end Nvidia gear.
So they are relatively less exposed to a crash than nVidia. On top of not doing that lending to their customers...
It's the "Magnificent 7": Alphabet, MS, Amazon, NVIDIA, Tesla, Apple and Meta
Cancer of the modern world…
They are but not to the same degree as Nvidia.
Maybe AMD is betting on NVIDIA suffering more from the oncoming crash. If that happens, AMD could increase their market share.
Their presentation at CES was as focused on enterprise AI as Nvidias was.