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This bubble bursting will make us all poor
by ulfw 3mo ago
This bubble bursting will make us all poor
- eb0la 3mo agoI have the same feeling, but after reading this report I believe big hyperscalers will survive the bubble when it pops. Now I've got the feeling they don't have huge amounts of GPUs sitting in their DCs, but rented for Opex. In case the bubble pops they might get it at discount as CapEx (like Amazon did with dark fiber after the dotcom bubble).