this post was submitted on 22 Sep 2026
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[โ€“] boonhet@sopuli.xyz 2 points 1 week ago (1 children)

Nvidia is probably the only company who is going to come out ahead from the AI bubble. And the more they invest, the more they make.

AMD, Intel, TSMC, as well as the RAM and NAND manufacturers are also selling expensive shovels.

ASML is selling the shovel making machines and will probably come out on top if this goes poorly soon.