To me, the most idiotic thing is that the world currently cannot build power plants fast enough to even use all the HBM that is being produced. That is, a large

To me, the most idiotic thing is that the world currently cannot build power plants fast enough to even use all the HBM that is being produced. That is, a large portion of HBM and cards are sitting in storage, waiting for the data centers and the power plants to run them. The FOMO in the AI world isn't just in the stock market