The question is. If the AI Bubble pops, will there suddenly be a lot of GPUs for almost free. Or will all the Companies that use inferencing by these Hyper-Scaler see that new models will not released so rapidly any more what will lead them to just use Chinese models which they self host, what will lead to GPU and RAM demand. Also looking on the profitability of a single GPU which is like hundred of thousands of Euro per year if you sell tokens it is really hard to believe that if the bubble pops, that it will become better. The entire bubble is like 3 US companies, that can or would sell off GPUs if they go bankrupt. And than there is this entire geo politics stuff that makes it suddenly much more interesting for companies to buy extremely overpriced hardware. It is so difficult to see into the future right now.