[–] 2 points 1 hour ago (1 child)

If there’s a legitimate crash everyone will have bigger problems than buying stuff for their gaming rigs.

OpenAI, Anthropic and the rest of the LLM crew are the highest profile users, but CSPs are close behind and cash heavy. And there’s an immense amount of ML/DL work being done that doesn’t get the publicity that is queued for HW too.

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  • [–] 2 points 1 hour ago (3 children)

    And the capacity is picked up by the remaining ones that wanted more. Even with all the leveraged capital there is still an obscene amount of cash in most of the big companies building out. You’re thinking it just companies and not shells for nation-states that see this as strategic investment.

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  • [–] 5 points 5 hours ago (5 children)

    The fabs are booked solid for the next 3yrs. It would require the customers to cancel their orders and that would only happen if they believe they can afford to let their competitors get ahead. This will keep moving forward unless China goes into Taiwan or global markets crash.

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  • [–] 2 points 5 hours ago

    Once gfx got hw ray tracing there isn’t anything else besides more memory or faster clock. Most peoples gfx cards are good enough for everything except 4k Ultra so people stop needing to upgrade….gaming sales decline.

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