"So, you're saying a third of the stock market is tied up in seven AI companies that have no way to become profitable and that this is a bubble that's going to burst...?"

Sundray@lemmus.org · 5 days ago

"So, you're saying a third of the stock market is tied up in seven AI companies that have no way to become profitable and that this is a bubble that's going to burst...?"

bigfondue@lemmy.world · edit-2 5 days ago

They’ll be hit hard also. Apparently about 50% of their sales revenue comes from 3 customers, almost certainly members of the Magnificent 7 buying GPUs for data centers. In the modern economy, a quarter without revenue growth is failure, but imagine double digit decline.

DreamlandLividity@lemmy.world · 5 days ago

I mean, their stock price will take a hit. But realistically, that is not necessarily bad for Nvidia as a company, as long as they are ready for the burst and don’t over extend.

brucethemoose@lemmy.world · edit-2 5 days ago

Yeah, exactly.

Their stock will tank, but financially? They will be fine. They’ll go back to a more sane baseline market with an absolute mountain of cash and disturbing market share to show for it.

"So, you're saying a third of the stock market is tied up in seven AI companies that have no way to become profitable and that this is a bubble that's going to burst...?"

"So, you're saying a third of the stock market is tied up in seven AI companies that have no way to become profitable and that this is a bubble that's going to burst...?"

Pluralistic: The real (economic) AI apocalypse is nigh (27 Sep 2025) – Pluralistic: Daily links from Cory Doctorow