Those reports might effect investments from the smaller players, but the big names(Google, Microsoft, Meta, etc.) are locked in a race to the finish line. So their investments will continue until one of them reaches the goal…[insert sunk cost fallacy here]…and I think we’re at least 1-2 years from there.

Edit: posted too soon

They don’t build the chips at all. They pay tsmc.

Couldn’t agree more. There is quite a bit of AI vaporware but NVIDIA is the real stuff and will weather whatever storm comes with ease.

but I believe that’s not correct anymore.

Why do you believe that? As far as I understand, other HW exists…but no SW to run on it…