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The only asset from the telcom bubble that was still valuable was fiber in the ground. All the endpoints were obsolete and had to be replaced within a few years
by jordanb 2y ago
The only asset from the telcom bubble that was still valuable was fiber in the ground. All the endpoints were obsolete and had to be replaced within a few years. The fiber could be reused and installing it was expensive, so that was the main asset.
What asset from the AI bubble will still be valuable 5 years later? Probably not any warehouses full of 5 year old GPUs. Maybe nuclear power plants?
- RF_Savage 2y agoI doubt they will manage to do a significant nuclear buildout in mere five years. But future renevables will potentially benefit from the stronger grid.