They will eat massive shit when that AI bubble bursts.
Don't forget AMD, good potential if they bring out similar technology to compete with NVIDIA. Less so Intel, but they're in the GPU market too.
Worst one is probably Apple. They just announced "Apple Intelligence" which is just ChatGTP whose largest shareholder is Microsoft. Figure that one out.
Admittedly, I bought an Nvidia card for AI. I am part of the problem.
