The first signal of the AI bubble burst has appeared.
The peak of AI is:
Nvidia promises to invest $100 billion in OPENAI.
OPENAI promises to buy computing power from Oracle.
Oracle buys graphics cards from Nvidia, significantly expands its data center, and then sells computing power to OPENAI.
Now, Nvidia's Jensen Huang says: Who said I must invest? It was him who invited us to invest; I haven't decided whether to invest yet.
Then OPENAI says: Why don't we just make our own chips, damn it.
Oracle: What the hell? I spent so much money buying cards and building data centers, what are you two playing at? Alright, I guess I’ll start laying off employees; it’s about to crash.
Why did Huang change his mind? Because he can see that the subscriptions for ChatGPT are slowing down, losing $5 billion a year, and the money made from selling graphics cards can't be spent like this—it's wise. In a bull market, we make money quickly, but the investments that are spent recklessly basically never come back.
Now Oracle's stock has already started to crash as a warning. He spent $50 billion building a data center, and if OPENAI runs out of money, he won't find any customers, and that data center will become worthless.
So, the game of left hand to right hand in Silicon Valley has encountered its first "black swan."
AI is certainly great, but the bubble is even bigger.
The exception is GOOGLE, which is making a lot of money, and GEMINI is getting stronger, prices are dropping, and the user base is growing.
The next possible scenarios are:
Scenario 1: OPENAI goes public, raises a wave of funding, surges high, then continuously crashes, triggering the collapse of the AI bubble.
Then those who see this post will all-in on GOOGLE at 150 and make a fortune.
Scenario 2: Directly does not go public, crashes in place.
Scenario 3: Goes public, holds on for a while, extends the crash time a bit, but ultimately collapses.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
