https://danafblankenhorn.substack.com/p/the-coming-ai-bust
"Nvidia is leading an AI Infrastructure boom. Cloud Czars, stuffed with cash,
are buying equipment and software with both hands.
But at some point, they must get a return on these huge investments. Based on
their present direction, they won’t get it.
Once it’s clear that they’ve gone the wrong way, the boom will end, and you’ll
see a crash like the 2000 dot-bomb. The AI crash won’t kill the technology, any
more than e-commerce ended 25 years ago.
But a lot of people are going to lose a lot of money."
Via Kevin O'Brien.
Cheers,
*** Xanni ***
--
mailto:xanni@xanadu.net Andrew Pam
http://xanadu.com.au/ Chief Scientist, Xanadu
https://glasswings.com.au/ Partner, Glass Wings
https://sericyb.com.au/ Manager, Serious Cybernetics
