this post was submitted on 21 Jan 2026
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Nvidia is probably the only player in the AI bubble with an actual business model. AI is not generating profits. Selling AI hardware very much is.
Nvidia is just concerned it won't continue to be this profitable.
If there's a gold rush, sell shovels!
But then the gold rush ends and everyone has piles of shovels, your shovel investors get mad and demand a new CEO because they thought shovel demand would be that high forever.
And you've pissed off your loyal hobby shovelers who have been with you for decades.
I see how the market is trending, once the shovels sales are projected to drop, I put on my golden parachute and jump out with all those fat fat gold rush bonuses I paid myself, and then it's some other clown's problem. And if they do well, I still make bank from all the stock I awarded myself!
I then take my shovelmaster reputation and find some other place to sell shovels at. Rinse, repeat, etc. It's foolproof!
"selling tulips is obv unsustainable because it's a bubble but selling tulip growing equipment now that's a sustainable business model"
If you were already producing watering cans, yeah, kinda. They're pivoting for pure profit right now, and when the bubble bursts, they'll just go back to selling 2000€ "consumer" GPUs. Maybe they'll sit on some inventory, but the sheer profits at the moment will cover for that.
In a lot of fields, the middle-ground is completely barren.
Audiophiles killed middle of the ground hi-fi systems, now all you can easily get is soundbars, bluetooth speakers, and the ever golden audiophool stuff with healing crystals. Often your best bet is to buy cheap pro audio stuff, a cheap audio interface also gives you a good 48V XLR input, studio headphones are comfortable and don't have BASS BOOST built in, etc.
The same will happen to gaming. You'll be either forced to use an iGPU, or shell out $2000+ for a GAMING GPU with factory overclock and RGB LEDs.
It does have a business model, but that doesn't mean it's going to survive the bubble bursting.
Like, sure, this is selling shovels to gold prospectors. But, they're also accepting loans from the prospectors and giving them shovels in the expectation of being paid back later. Plus they're switching everything they do to shovel selling, and ignoring all previous businesses. I hope everybody with nVidia stock is slowly selling it off while it's at a sky high valuation, because it's going to make a dinosaur-killing crater when the AI bubble pops.
It's the old model of making a profit from selling the gear to gold prospectors, instead of being the gold prospectors.
Then, when the gold prospector fails, you buy the gear back at 10% of the price, and resell it to the next aspiring gold prospector.
The only problem for NVDIA is buying back, and reselling, the used gear.
Hey if an A100 goes up on a used site for 400, I'll buy it.
Nvidia does sells AI focused cards though, they are pretty bad for gaming so they can't pivot them.
They don't just sell AI cards. They have an entire AI Datacenter "Platform".
Video from the "Consumer" Electronics Show 2026
It's not like they have massive stockpiles of unsold AI hardware lying around. And their production can switch back to gaming very quickly.
But so long as idiots keep buying AI hardware to chase nebulous AI powered profits, nvidia will continue to chase the very real profits of selling them.