A couple of others I can think of:

  • Crypto-boom of 2016ish: GPUs/mining rigs
  • LLM/AI hype nowish: User generated data
  • 90’s dotcom bubble: Server space
  • Artyom
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    19 days ago

    It’s always GPUs. Crypto boom? GPUs. AI boom? GPUs. PC gaming boom? GPUs. GPUs are so difficult to program effectively that we still probably haven’t discovered things they’re capable of doing yet. The next major breakthrough in tech, whatever it is, will cause a massive explosion in GPU demand.