4 ms·

Is anyone other than Nvdia making money from this particular gold rush?

• xnx 2y ago
  Data center construction and power companies.
  • vdfs 2y ago
    An example: backup power generators lead times is 18 to 24 months
    • xnx 2y ago
      I believe Grok is powered by backup generators.
      • _giorgio_ 2y ago
        Tesla makes backup generators.
        • xnx 2y ago
          Do they? Powerwall stores power, but doesn't generate it.
• scarface_74 2y ago
  Consulting companies
• _giorgio_ 2y ago
  You need to offer AI just to stay in the business, whatever is your business. Just look at how much money Google lost in that failed AI demo from 2003. The stock would be worth 50% less if the invested nothing in AI. Even the founders are back because of it.