Or possibly NT::.com

I remember seeing interviews with Nortel's CEO where he bragged that most internet backbone traffic was handled by Nortel hardware. Things didn't quite work out how he thought they were going to work out.

I think Nvidia is better positioned than Cisco or Nortel were during the dotcom crash, but does anyone actually think Nvidia's current performance is sustainable? It doesn't seem realistic to believe that.

I do worry that unless some of these LLMs actually find a revenue model soon, the self reinforcing bubble is going to pop broadly.

GPUs, servers, datacenters, fabs, power generation/transmission, copper/steel/concrete..

All to train models in an arms race because someone somewhere is going to figure out how to monetize and no one wants to miss the boat.