

Most of the ones run here don’t have batteries. It is running on wires only - with battery trolley bus you need bit different wires so you can put the “antenna” up and down when needed. And since the network was built in 50s it didn’t made sense to buy the partial ones until few years ago.
I would guess that it may already started to deflate a bit. The truth is that it will pop when the loans won’t be paid off so investors and banks starts to backtrack.
I am not worried about Nvidia but cloud providers. The datacenters built to support ai won’t have much use when the customers (OpenAI…) will fold.
I don’t care about what happens with OpenAI and other AI startups they probably don’t survive. Google, Microsoft, Meta… have enough money to lose so it will be bad for them but they will survive it. Hardware manufacturers see the writing on the wall and try to milk the bubble till it lasts so if they play it decently it won’t be big issue for them - they are probably the winners in this race whatever happens.