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Why NVIDIA is the winner

13 October 2026

Yes, there is an AI bubble.

Obscenely large sums of money have been poured into the creation of cloud-based AI systems that are being integrated into almost all aspects of the computer systems we use.

Obviously, at some stage, the cost of all that capital investment has to be recouped and right now we're left wondering where that money will come from.

Many of the big players, including Google, initially funded their AI expansions using their own cash reserves but now everyone is borrowing heavily and incurring significant debt levels in order to keep up with their competition.

The level of spend has pushed even Alphabet into its first ever negative quarter of cashflow since it whent public in 2004.

More...

 

Forums are Down

Damn, why is it so hard to keep any reliable forum capability going these days?

I'll be working to get the forums up again but it seems that it might not be a simple task. The hosting company has obviously changed something but now it's up to me to try and get PHPBB working with their new configuration :-/

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