GPU based AI machine learning is the next hot ticket item. Especially for iterative design such as FEA or aero optimization. Next generation graphics cards are going to be power hungry monsters because the owners of Nvidia and AMD(Vanguard and blackrock) see huge potential in the stock market HFTs.
But the demand for AI doesn't drive every get rich quick pyramid schemer to purchase GPUs.
No but it drives enough of the ones with liquid capital to pump and deplete supplies to affect the market. The supply disruption was nothing more than hoarding to drive get rich quick schemes, it sort of worked. It's having untold ripples that will eventually manifest, can't keep kicking the can down the road forever. It's going to affect sales of next gen cards for sure, they panicked and in order to entice people to consume product, they made them more powerful(and also more energy hungry). This is to entice them away from the cheap surplus that's about to flood the market, and into new product. After all the GPU manufacturers got their money well in advance.
I don't disagree but also believe we are addressing different aspects and manifestations of the same issue.
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