no they won't , the bubble is a financial thing.
the demand is real and not going away.
The big question is whether the demand will stay if the subsidized pricing ends. That's what the bubble talk is about. Right now all the players compete for market share and don't care about the losses (hence the debt). But what happens if no one wants to lend them anymore?
I don't think inference is subsidized, it's the training. So what happens is, there's no new models anymore or are released slower.
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