Cable Forum - General AI discussion

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General AI discussion

As it appears AI (or as I heard it described, Large Language Models with Chatbot front-ends with delusions of grandeur) is making it's way into everyday life, I thought it might be worth having thread on it.

https://www.bbc.co.uk/news/articles/cwy7vrd8k4eo

Quote:

Every company would be affected if the AI bubble were to burst, the head of Google's parent firm Alphabet has told the BBC.

Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom.

It comes amid fears in Silicon Valley and beyond of a bubble as the value of AI tech companies has soared in recent months and companies spend big on the burgeoning industry.

Asked whether Google would be immune to the impact of the AI bubble bursting, Mr Pichai said the tech giant could weather that potential storm, but also issued a warning.

"I think no company is going to be immune, including us," he said.

In related news...

https://www.tipranks.com/news/nvda-t...i-bubble-fears

Quote:

Billionaire investor Peter Thiel has sold his entire stake in chipmaker Nvidia NVDA -1.88% ▼ and trimmed his Tesla TSLA +1.13% ▲ holdings amid growing fears of an overinflated “AI Bubble.” Thiel’s hedge fund, Thiel Macro LLC, reported in its latest 13F filing for the September quarter that it reduced its portfolio size from $212 million at the end of Q2 to $74.4 million as of September 30, 2025.

According to the filing, Thiel also dumped the fund’s entire holdings in Vistra Corp. VST +0.18% ▲ , an integrated U.S. electricity generation company with assets across natural gas, solar, nuclear, and battery energy storage. Meanwhile, Thiel increased positions in Microsoft MSFT -0.53% ▼ and Apple AAPL -1.82% ▼ . Following these moves, the fund now holds only three major tech names: Microsoft, Apple, and Tesla. Thiel appears to prefer Microsoft and Apple because these tech giants have diversified revenue streams across cloud services, devices, and software, not just AI chips.

During Q3, Thiel sold 537,742 NVDA shares, which had previously accounted for about 40% of Thiel Macro’s portfolio, a reduction of nearly two-thirds. He first began buying Nvidia stock in the fourth quarter of 2024. The fund also sold all 208,747 Vistra shares, which made up about 19% of total holdings.

In the meantime, Thiel Macro sold 207,613 TSLA shares, cutting its Tesla position by roughly 76%. The fund now holds 65,000 Tesla shares, which remain its largest investment, valued at $28.91 million and representing 38.83% of the portfolio.

Re: General AI discussion

The only negative effect on me so far is DDR 4 and 5 Memory modules have rocketed in price and the likely next thing with be Graphics cards again when they are utilised more with AI which is a total PITA seeing as I intend to build a new system but can not afford too yet

Re: General AI discussion

If this means the cancelling of those Data Centers we're supposedly going to build here, I'm all for it going boobies skywards.

Maybe the BBC news website would also revert to news and not tiktok type crap . . . no idea how many people (like me) now just glance at the headlines and ignore the (often poorly written) story content . . if there is any content.

Re: General AI discussion

Quote:

Originally Posted by Hugh (Post 36206493)

Is that any different from the investment boom and collapse of new technology companies of 20 years ago? I have no doubt that heavy casualties will emerge from the AI boom, but other companies will thrive, just as new technology and associated websites have thrived since the fallout.

AI has an important future in our world and the impact will be huge. It is difficult to know in which direction this will take us, but these are exciting (and slightly worrying) times.

Re: General AI discussion

A slight addition to a line from above . .

AI has an important future in the destruction of our world and the impact will be huge.

:D

edit: oh dear . . . https://www.bbc.co.uk/news/articles/c629pny4gl7o

Cloudflare outage takes down X and ChatGPT