I think you're right. If someone's into tech but also follows finance/economics, they might notice something familiar—the AI industry (especially GPUs) is getti

I think you're right. If someone's into tech but also follows finance/economics, they might notice something familiar—the AI industry (especially GPUs) is getting financialized. The market forces players to churn out GPUs like the Fed prints dollars. NVIDIA doesn't even need to make real GPUs—just hype up demand projections, performance claims, and order numbers. Efficiency doesn't matter here. Nobody's tracking real returns—it's all about keeping the cash flowing.