this post was submitted on 01 Nov 2026
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And nVidia is now selling hardware for local models specifically. For cheap.
There is a clear winner in the AI race and its hardware makers. To me, its almost like Jensen Huang calculated this outcome quitea while ago, and fed into the bubble with the loans to the software companies.
During a gold rush, you want to be the guy selling shovels.
You do, however Nvidia got greedy and started to circular invest in the billions if not trillions into those buying the shovels. Now, when the bubble bursts, Nvidia will be hit massively as well.
That's the best way to describe this.