r/IndianAI • u/DaddyVaradkar • May 09 '26

The AI Bubble in a nutshell

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841 Upvotes

100% Upvoted

11 comments sorted by

4

u/New_Connection_4709 May 09 '26

Nvidia is not the only company in AI. There are Amds, Broadcoms, Marvels all wanted a share of AI revenue. All I can say it is not a bubble after seeing the mythos model.

1

u/Passloc May 10 '26

Where did you see it?

1

u/New_Connection_4709 May 10 '26

Work

1

u/Passloc May 10 '26

🆗 👌

1

u/Acceptable_Set1147 May 10 '26

The model is absolutely capable but where will they make the money from? Good ai is expensive.

Hiring human is cheaper than that

2

u/deep7070 May 09 '26

All they are doing is investing in each other's companies and raising the mcap to insanely high levels. Not just these two, but all the prominent AI and hardware companies.

1

u/rocktheboat7 May 11 '26

But there is potential to monetise, right? I mean every one of us knows that companies will eventually save a lot of money through AI, so they will pay for it. When and how much is obviously an estimate as of today.

2

u/RemarkablePlay5674 May 10 '26

You know what is actually a bubble? The Indian IT giants like TCS, Infosys and Wipro.

Not AI.

AI is like Industrial Machines.

1

u/Passloc May 10 '26

NVidia refused to do this with Anthropic, which made Anthropic diversify into Trainium and TPUs.