They said the same when the crypto hype came along. If AI dies off there will be other trends in computing that require cutting edge silicon. AI may or may not continue surging but hardware will be needed no matter what. NVIDIA is selling shovels, not panning for gold.
I don’t understand this article. Just last week the news here was that our prisons are overcrowded and we are considering leasing prison space in Eastern Europe. Maybe it’s only certain types of prisons that have shortages? Guess I should look into it a bit more.