this post was submitted on 23 Mar 2026
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These fuckers will claim whatever nonsense to keep themselves relevant enough to take on more debt before they collapse.
Looking at their history they were always able to create markets for their GPUs and AI has been obviously incredible for them. There will be the next hot thing after AI and they’ll try to have that, too. The alternatives to CUDA are not there yet, ROCm is still lacking and fiddly. I see a lot of things happening but NVIDIA collapsing for whatever reason is not part of that.
I agree, they start to sound desperate to keep their current momentum going. I think the bubble will burst soon. Things look solid until they're not.