• eran_morad@lemmy.world
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    7 days ago

    I’m buying semis. I don’t see AI, construed broadly, as ever shrinking from its current position.

    • Nomecks@lemmy.ca
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      7 days ago

      The hype of massive LLMs will die, but smaller companies in all sectors are only increasing the amount of GPUs they’re buying.

    • sugar_in_your_tea@sh.itjust.works
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      6 days ago

      You do you, but I think there’s a good chance we see a pullback, followed by a pivot, followed by a more sustained rise. Basically, once investors realize AI can’t deliver on the promises of the various marketing depts, they’ll pull investment, and then some new tech or application will demonstrate sustained demand.

      I think we’re at that first crest, so I expect a pullback in the next few years. In short, I expect AI to experience something like what the Internet experienced at the turn of the millennium.