On September 23, I bookmarked an NVIDIA 5080 PC priced at 21,399 yuan. Today it’s already 31,599 yuan—a 10,000-yuan surge. Tech enthusiasts have unlocked the GPU’s AI computing power, and everything from the 30-series to the 50-series—even used cards—is being snapped up. Some PC stores on Taobao have simply taken all their listings down. What’s even crazier is that 90% of the wafer capacity Huang has secured is going to enterprise-grade AI accelerator chips. Next year, computers will be a luxury.

Travel back in time to September. If someone told you that you could go all in on 100 50-series PCs, start a company, and then sit back and collect money from cloud service platforms, would you believe them? [tears of laughter] Even the GPU mining craze back then wasn’t this wild...