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The cynical take is getting more and more to be the only rational one: The promised mega-data center deals are meant to boost valuations today, not serve tons
by Lalabadie 5mo ago
The cynical take is getting more and more to be the only rational one:
The promised mega-data center deals are meant to boost valuations today, not serve tons of customers three years from now.
- jjordan 5mo agooof, this bubble popping is gonna be brutal.
- _heimdall 5mo agoIt seems pretty clearly inline with the dotcom bubble to me. Every company claims to be a leading AI company, those building infrastructure are promising the moon and getting 1/3 of the way there, and no one knows how to monetize it justify the hype or expense.