"AI is bubble, a circular economy it's gonna crash. Semiconductors are cyclical cycle end is coming. There is no profit in AI." Sush.
Earlier we would scale up training. And we got better output. Then scaled post training, we got better outputs. Then we let AI answer for longer and we got better output. We moved to test time training. To swarm intelligence. Guess what? We get better output. And improvement is multiplicative. With help of AI new scaling axis are being unlocked and existing are being scaled further.
AI Lab CEOs know it, engineers know it, that's how you get "AI is gonna kill us all by 2030" predictions from smartest people on earth. Morons at wall street and you regards have no idea what's coming. AI is getting smarter and rate is accelerating. Every checked how many tokens world is generating each month? It's exponentially increasing with no foreseeable stop. All the chips that can be made for next 1.5 year is sold out. Buying or renting existing hardware is getting more expensive by the day. And guess what, each scale brings more need for compute and unlock new applications. On top of that, most enterprise usecase haven't yet matured. Don't even get me started on robotics.
So doesn't matter NVDA, MU, GOOG, MSFT, NBIS whatever. Just buy. AI is just getting started. Me personally. I am jacked to tits on AI. Let's goo!!