GPU Gold Rush: Are Tech Companies Creating a Hype-Driven Bubble?
DavidLinthicum · x · 2026-08-28
David Linthicum argues that while demand for Nvidia chips is accelerating with real ROI numbers, the growth is largely driven by tech companies selling to other tech companies. This circular feedback loop—where companies expand AI capabilities to meet demand amplified by their peers' success stories—risks creating a bubble similar to those seen with cloud computing, blockchain, and the metaverse.
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