gemini-4IMAGE

Japanese user discusses AI bubble and chip memory glut with Gemini 4 Argon

A Japanese user continues a conversation with Gemini 4 Argon about next year's AI bubble risk, especially fearing a semiconductor memory oversupply could hit Japan's Rapidus at the worst time.

decimaru｜AI音楽×エコティクノート

@null_decimalArchived 20 days agoOriginally posted 2026.10.16

Japanese user discusses AI bubble and chip memory glut with Gemini 4 Argon (image 1 of 2)

Japanese user discusses AI bubble and chip memory glut with Gemini 4 Argon (image 2 of 2)

decimaru｜AI音楽×エコティクノート @null_decimalOriginally posted 2026.10.16

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引き続きGemini 4 Argonとやり取りしてます。来年以降はAIバブルのリスクがさらに表面化しそうですね… 特に③の半導体メモリの供給過剰は、日本もラピダスが最悪のタイミングに直面しそうな予感… 何事もなければいいですが。

This post quotes another post: “Gemini 4 Argon summarizes a video on the Nikkei's third-largest drop”

x.com/null_decimal/status/2110971765438771600Archived 2026.10.17 10:03