The Hiddn Financial Bubble in AI Infrastructure [pdf]

#1

Post by freakynit » Sun, May 03, 2026, 2:42 PM UTC

The Hiddn Financial Bubble in AI Infrastructure [pdf]
financial-ai-bubble.pagey.site

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#2

Post by drzaiusx11 » Sun, May 03, 2026, 5:01 PM UTC

Is it really hidden if it's hiding in plain sight?

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#3

Post by jsksoswk » Sun, May 03, 2026, 5:09 PM UTC

drzaiusx11 wrote: post #2

Is it really hidden if it's hiding in plain sight?

Yes, because it’s still hiding. I can hide from a clicker because they can’t see me. But if I make a noise, they might suck my face off and inject with spores.

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#4

Post by GavinAnderegg » Sun, May 03, 2026, 5:10 PM UTC

There's also an HTML version here: https://financial-ai-bubble.pagey.site

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#5

Post by mnky9800n » Sun, May 03, 2026, 5:14 PM UTC

This is the same bubble everyone is talking about for a while now. GPUs don’t last long enough to justify the infrastructure cost. But what if they exist for longer than current estimated life cycles? That’s always my question as someone using A80s and A100s in 2026.

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#6

Post by latchkey » Sun, May 03, 2026, 5:22 PM UTC

mnky9800n wrote: post #5

This is the same bubble everyone is talking about for a while now. GPUs don’t last long enough to justify the infrastructure cost. But what if they exist for longer than current estimated life cycles? That’s always my question as someone using A80s and A100s in 2026.

> GPUs don’t last long enough to justify the infrastructure cost.

I'm CEO of an AMD neocloud. Confirming this is a myth.

https://x.com/HotAisle/status/2045181374030856300

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#7

Post by cs702 » Sun, May 03, 2026, 5:28 PM UTC

Was this written by an LLM? It def reads like it!

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#8

Post by chermi » Sun, May 03, 2026, 5:28 PM UTC

mnky9800n wrote: post #5

This is the same bubble everyone is talking about for a while now. GPUs don’t last long enough to justify the infrastructure cost. But what if they exist for longer than current estimated life cycles? That’s always my question as someone using A80s and A100s in 2026.

Hasnt exactly the opposite proven true? I thought they were actually appreciating in some cases? As token value goes up, old hardware becomes valuable.

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#9

Post by pierrekin » Sun, May 03, 2026, 5:33 PM UTC

cs702 wrote: post #7

Was this written by an LLM? It def reads like it!

Yes, it was created by a cool called Sourcery.

Sourcery Show HN: https://news.ycombinator.com/item?id=47996426

The project is currently private, I'd love to have access to its source.

Re: The Hiddn Financial Bubble in AI Infrastructure [pdf]

#10

Post by gizajob » Sun, May 03, 2026, 5:40 PM UTC

cs702 wrote: post #7

Was this written by an LLM? It def reads like it!

An LLM who can’t format html so crams it in an ugly spread across a pdf.