@Techaltar I've been waiting for the LLM bubble to burst and the news that Microsoft is having problems suggests that we might be on the edge of that.

In light of that, do you believe we're going to continue to have a massive shortage of chips and components or do you think there'll be a glut as LLMs stop using every possible piece of silicon?

Alternatively, are the shortages from the US/Israel war with Iran going to hit just in time to cut that glut off?