'Potentially' but we are nowhere close to this. Hyperscalers print a _lot_ of money they can afford to lose. Even Nvidia wouldn't be in too much trouble yet. (T

'Potentially' but we are nowhere close to this. Hyperscalers print a _lot_ of money they can afford to lose. Even Nvidia wouldn't be in too much trouble yet. (The pure LLM companies are already toast, IMHO).