Agreed, I believe AI/LLMs will create induced demand for compute long-term, even if we get more efficient models (long-term meaning >6mo). Markets don't look ah

Agreed, I believe AI/LLMs will create induced demand for compute long-term, even if we get more efficient models (long-term meaning >6mo). Markets don't look ahead for more than a quarter or two though, so it makes sense there would be a correction based on the news.