No, because the datacenters will get used. The demand side exists, whether it’s LLM AIs or something completely different that isn’t AI related. That’s very different from a crash where there is absolutely nothing valuable/useable/demanded underneath the bubble.
> The demand side exists, whether it’s LLM AIs or something completely different that isn’t AI related.
What do you think LLM tuned GPUs or TPUs are going to be used for that is completely different and not AI related?