My thinking is for a boom to be over, we need at least three iterations of updates that fail to wow us. Unfortunately, the new LLMs continue to wow us in all levels in the last iteration: Astra was found to be useful in Blender. This opens up a new and big application. Deepseek 4 Flash 0731 makes 2x Sparks useful and push up Spark prices. Qwen3.8-27B pushes up prices of 3090 et al. An unreleased OpenAI model "solved" the Navier Stokes problem. So for the time being, to keep up with the hardware prices, the best bet is to follow the flow to buy AI stocks and use the proceed to buy hardware. A not so obvious good news is that we are seeing OpenAI and Anthropic advocating a slow down. That means they are finally seeing a diminishing return. (or just a ploy to slowdown Chinese development? but I doubt US laws can be that far reaching) That can be a sign of light at the end of a long tunnel. What do you think?   submitted by   /u/Ok_Warning2146 [link]   [comments]