AI Bubble Bursts Before PS6 (Level1Techs Explains)

本站添加: 2026-05-07

[00:00:00]I think the bubble is going to pop more quickly than people expect. And I think it's a coin toss as to whether or not that happens in the next six months. But I'll tell you how it happens. And that is the amount of memory that is needed for these kinds of things is going to be less than was estimated.

[00:00:14]>> Yeah. I think there's really two key ways this thing happens. Is it's just right now we already have an energy crisis. At the same time that TSMC is kind of running out of capacity and energy, right? I want to say that there's probably $2 billion of inventory sitting around globally that is not turned on. There's literally nowhere to plug them in globally. And some of it is a delivery problem, a logistics problem.

[00:00:38]But I think most of it's not a logistics problem. I think most of it is a is a power capacity problem. What I'm really trying to get at is we've all seen the chart with all the vent diagrams.

[00:00:47]They're all selling things back and forth to each other, but like clearly that's not enough. I think what has to happen is something happens as a result of that. Is it they can't order more GPUs, which makes investors go, "Well, that means they won't be able to build the data centers." And then in realizing that, they actually check and they're like, "Oh, wait. They already have warehouses of their GPUs." Is there a you don't even need these data centers anymore moment?