They are going to create a success story where someone becomes a billionaire with an AI doing everything. Then idiots will chase that dream for a hundred years and fill these rich fucks bank accounts.

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.