The AI crash will be worse than the Dot com crash When you look closely at what is happening, you will notice it are only a few select players that are financing the lot. Nvidia, the main player for AI semiconductors, so they create new billion dollar deals weekly with new players, and finance them themselves. What could go wrong? If a few of those newcomers fail, Nvidia will be in trouble, which mean the whole house of cards will implode. Today I read this article, so where do you think this will end? https://finance.yahoo.com/technology/ai/articles/micron-ceo-sanjay-mehrotra-says-120342908.html Micron Technology Chairman, President, and CEO Sanjay Mehrotra said Thursday that artificial intelligence has upended the economics of the memory business, a sector that has historically lurched between periods of shortage and oversupply. "Today there is no AI without memory. AI systems need more memory. They need higher performance memory. They need lower power memory," Mehrotra told CNBC on "Mad Money." "So, the value of memory, that equation has totally changed." He added that Micron still cannot produce enough to satisfy current demand. "All our customers across our end markets will buy everything that we make," he said, adding that data-center customers currently want roughly 50% more supply than Micron is able to commit.
