Nvidia: RTX 5000 Super Woes and AI Greed

Nvidia's AI Hype Train is About to Crash and Burn (Probably)

Alright, let's get one thing straight: Nvidia's been riding high on this whole AI wave, and investors are acting like Jensen Huang is the second coming. 1,200% gain over three years? Give me a break. It's insane. But here's the thing: what goes up, must come down. And I've got a feeling that Nvidia's about to hit a serious speed bump, if not a complete derailment.

The Bubble Bursts (Maybe)

So, the article from Motley Fool is saying Nvidia stock is gonna "stall out" on November 20th after their earnings report. Why? Because even though they're printing money hand over fist, some folks are starting to whisper about an AI bubble. And Palantir, bless their hearts, had "explosive quarterly earnings growth" and the stock fell. What the hell kinda market are we even in anymore?

It's like everyone's so hopped up on the idea of AI that they're ignoring the fundamentals. Nvidia's got a forward earnings multiple of 43x. That's rich, even for a company that's basically printing money. And remember last quarter? Amazing report, stock still slipped. History doesn't repeat, but it rhymes, right?

I'm not saying Nvidia's a bad company, offcourse not. They basically own the AI chip market. But even the best companies can't defy gravity forever.

Here's a thought: maybe too much success is a bad thing. The article mentions Huang bragging about half a trillion dollars in shipments. Half a trillion? Sounds like something out of a Bond villain's monologue. Are we sure this guy isn't planning to hold the world hostage with a super-intelligent AI?

The GDDR7 Apocalypse (Possibly)

And then there's this other nugget of doom: the rumor about Nvidia canceling the RTX 5000 Super cards because of a GDDR7 shortage. Apparently, AI is sucking up all the RAM.

Okay, real talk: I'm still trying to get my hands on a reasonably priced RTX 5080. Watched those prices jump daily, I tell ya. Now, they're saying the next gen cards might not even exist? Or, if they do, they'll cost more than my damn car?

The logic, according to Tom's Hardware, is that Samsung and Micron would rather make HBM (High Bandwidth Memory) for AI accelerators because it's more profitable. So, gamers get screwed again. Business as usual, I guess. You can read more about the potential cancellation of the RTX 5000 Super on Nvidia's RTX 5000 Super could be cancelled or get pricier due to AI-induced GDDR7 woes — rumor claims 3 GB memory chips are now too valuable for consumer GPUs.

But wait a minute... isn't Nvidia making a killing off AI accelerators themselves? Why would they cannibalize their own gaming business? Unless... unless the AI money is so good that they just don't care about gamers anymore.

Is this the future? Are we all just going to be serfs toiling away in the AI mines, while the corporate overlords laugh all the way to the bank? And will I ever get a decent framerate in Cyberpunk 2077?

Google's Gonna Google (Eventually)

Oh, and let's not forget about Google. They're rolling out their own AI chip, trying to take on Nvidia. Good luck with that. Seriously, everyone says they're going to challenge Nvidia. It's the same story every damn year.

It's like trying to fight a forest fire with a water pistol. Nvidia's got the ecosystem, the software, and the mindshare. Google might have the engineering talent, but do they have the… the hunger? The raw, unadulterated ambition to crush all competition? I'm not seeing it.

Then again, maybe I'm just being a cynical bastard. Maybe Google will pull off some miracle and disrupt the entire market. Maybe pigs will fly, and I'll win the lottery.

This Whole Thing Smells Fishy