this post was submitted on 06 Sep 2024
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I think they're going to be bankrupt within 5 years. They have way too much invested in this bubble.
I highly doubt that. If the AI bubble pops, they'll probably be worth a lot less relative to other tech companies, but hardly bankrupt. They still have a very strong GPU business, they probably have an agreement with Nintendo on the next Switch (like they did with the OG Switch), and they could probably repurpose the AI tech in a lot of different ways, not to mention various other projects where they package GPUs into SOCs.
It really depends on how much they've invested in building AI chips.
They don't build the chips at all. They pay tsmc.