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Over the long run maybe, but for the next 2 years the market will struggle to find a use for all this possible extra gpus. There is no real consumer demand for AI products and lots of backlash whenever implemented eg: that Coca Cola ad. It's going to be a big hit to demand in the short to medium term as the hyperscalers cut back/reasses.

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There's no consumer demand for AI?

In a thread full of people who have no idea what they're talking about either from the ML side or the finance side, this is the worst take here.

OpenAI alone reports hundreds of millions of MAU. That's before we talk about all of the other players. Before we talk about the immense demand in media like Hollywood and games.

Heck there's an entire new entertainment industry forming with things like character ai having more than 20M MAU. Midjourney has about the same.

Definitely. An industry in its infancy that already has hundreds of millions of MAU across of it shows that there's zero demand because of some ad no one has seen.

Seems like your reasoning for how the next 2 years will go is a little slanted. And everyone in this thread is neglecting any demand issues stemming from market cycles.

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