And the fly in the oinkment:

The world is one bad decision away from a silicon ice age

Venezuela today, Taiwan tomorrow? This might be the last good year for buying hardware

[ ... ] If you think GPUs are pricey now, you'll only have to wait six weeks, during which both AMD and Nvidia are expected to demonstrate supply-side economics much as the Road Runner demonstrated gravity to Wile E Coyote.

[ snipissimo: current US plans, if Taiwan is invaded, include reducing TSMC's chip factory to rubble: goodbye to half the world's production. "If we can't have them, nobody can." ]

[ ... ] There may be a 20-year upgrade cycle coming. Still, look on the bright side. You'll be able to stop worrying about that AI bubble.