381. Did GPU Prices just PEAK? Nvidia RTX 6090, AMD RDNA5, AI Bubble | Tech YES City
Summary
Host Tom and guest Brian from TechYesCity discuss the AI hardware bubble, comparing it to the dot-com crash while noting the significant involvement of sovereign capital and government debt. They analyze the impact of rising inflation and interest rates on consumer electronics, explaining why waiting for price drops may no longer be viable for PC gamers. The conversation also covers the risks of collateralized GPU debt, Oracle’s use of force majeure clauses, and how supply chain shifts are driving up costs for components like RAM and SSDs.
Listen ad-free on Castria