[fuzzylogic]

I’m not sure it’s a bubble...it’s being integrated more and more everyday into practically every industry. It might see a temporary downturn, like the dotcom era, but, just like the dotcom era, it’ll then continue to become an area of continued massive growth.

[volare737]

Agreed, there are 4,767 data centers now, with thousands more planned, not to mention the hyperscalers. The only restraint on NVDA now is supply, they just can’t produce enough. That’s why their gross profit margin is an incredible 75%.

[millenial4freedom]

the dotcom era brought a MASSIVE stock market bust (but the internet clearly percolated through the modern economy in the coming years) - one of the worst bear markets for the indexes ever.

A temporary downturn is more like what we saw in 2022 or April 2025.

The Dotcom swoon was much worse than that...