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JEMC said:

numberwang said:

AI bubble could pop now that cheap new AI models are just copying existing models ("distilling") without the need for extensive training. Nvidia has to serve gamers once again.

**Nvidia stock making investors sad**

There are rumors that demand for Blackwell GPUs for AI is lower than expected, in part for what you've said and also because those chips are too hot and power hungry even for them. That means that Nvidia will have to either negotiate with TSMC to cut orders or use those already booked waffers for gaming GPUs.

We'll see what they'll do, if it's true.

The 4N process nVidia has at TSMC is exclusive, so I would envisage they would keep pumping GPU's out as per their contract and just re-badge them into other markets next year if they have an oversupply.

Once they transition next-years GPU's to a new node, they -should- be able to offload all these GPU's onto the Chinese market as it's not a leading edge product.