Since some times now the AI bubble is growing and its consequences with it, flash storage price increase, electricity went wild in some places, GPU… Don’t need to say anything sadly… NVIDIA became the most valuable company exceeding 4T
So when all of this will go crazy and grow to the burst? When does prices will go down and speculators rushing out of it?
Open question feel free to explain the wider you can, I’m not a financial so I’m really interested in some analysis of the situation :)
Well, I sort of agree but I’d be more specific: It’s a chat LLM bubble where all the money is going to a few players that do that. LLMs for other purposes (e.g. programming) have already begun to diverge and I believe they’ll continue to do so.
My hypothesis is that programming LLMs will reach a plateau soon where even the open source models perform within 90% of the most expensive, top-performing commercial models (e.g. Claude Sonnet 4.5 and Gemini 3). When that happens, the market will switch from a handful of big players to a whole lot of service providers that merely host all the open source models like Ollama Cloud does today.