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'Exactly how the dot-com bubble burst': A market research firm says keep an eye on this AI warning sign
(www.businessinsider.com)
this post was submitted on 20 Jun 2026
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Technology
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Well that is just false as there is pent up demand in the consumer markets that should be more than enough to make chip makers good money but I guess they don’t consider us regular folks real customers anymore
But graphics cards, CPUs, RAM, and other components needed in data centers are a far cry from the same components used in home and office desktops and laptops. It’s like trying to sell parts used in F1 race cars on the consumer car market. Technically, there will be buyers, but the vast majority of these parts will remain unsold because demand for such specialized components is negligible in the general consumer market.
The capacity will be freed.
I am sure nvidia can repurpose the dies for consumer focused stuff and call them whatever or put them into business/workstation SKUs instead of enterprise/DC applications.
Same for other products they sell.
They arent as hyper specialized as an F1 (except maybe for those extreme 5U gpu compute nodes. They can hardly repurpose those lol