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When the bubble pops, the US' FTC will need to place limits on those circular deals like this. Literally the whole big tech will melt. There are banks that are
by thiago_fm 1y ago
When the bubble pops, the US' FTC will need to place limits on those circular deals like this.
Literally the whole big tech will melt. There are banks that are backing up certain GPU deals and those will be hit with billion losses as well.
Imagine once they have to depreciate those $1T+ of GPUs, data centers and the like that can't even be on resale for gaming.
Imagine when economic blocks like the EU and BRICs starts to reject more US software, when so much of those Big Tech revenues are made abroad. The recent geopolitics plays being a key factor.
This looks really bad.
- dboreham 1y ago> US' FTC will need to place limits on those circular deals So...after the next election and a bunch of significant US governance reforms.