aivibe_codingBACKGROUND
Popping the GPU Bubble
BACKGROUND
1 SIGNALFIRST DETECTED 30 June 2026
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How the story developed
30 Jun
Popping the GPU Bubble
REPORT · WHAT · Hacker News Best (RSS)
Other feeds and industry voices
26 May
Why the Smart Home Bubble Popped
<a href="https://news.ycombinator.com/item?id=48274667">Comments</a>
REPORT · WHAT · Hacker News Best (RSS)OPEN STORY
28 Apr
If the AI bubble pops, will GPU prices increase or decrease?
<!-- SC_OFF --><div class="md"><p>What I mean by the AI bubble popping is we confirm the cloud AI models pricing (subscription + API) is lower than the cost of inference, and
OPINION · HOW · LocalLLaMAOPEN STORY
3 May
The Hiddn Financial Bubble in AI Infrastructure [pdf]
<a href="https://news.ycombinator.com/item?id=47997403">Comments</a>
REPORT · WHAT · Hacker News Best (RSS)OPEN STORY
29 Apr
Bubble bursting - DeepSeek v4 show that Huawei is caught up H20 (yet 50% cheaper)
<!-- SC_OFF --><div class="md"><p>​</p> <p>Huawei Ascend 950 pricing:</p> <p>vs Nvidia H20 (year 2024)</p> <p>around 50 percent cheaper per chip</p> <p>Outperforms Nvidia
OPINION · WHERE · ArtificialInteligenceOPEN STORY
Sources
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