Fiber lasts decades, GPUs last three years: the AI boom isn't the dot-com boom [video]
33 points by frag
The rapid valuation increase of a classifier from $200 million to $7.5 billion in just 24 days reflects a pattern of hype and irrational investment reminiscent of the blockchain boom. The article argues that the current AI surge is not comparable to the dot-com boom, highlighting the differences in sustainability and longevity between technologies like fiber optics and GPUs.