I'd much rather be in a country where the odd temporary shortage happens due to a massive new market appearing than one where supply/demand is always fixed and static because nothing new gets built without extreme careful planning.
AI is not going away, but there will be a correction and things will plateau to a new higher level of demand for chips and go back to normal as always. There's too much money involved for this not to scale up.
Markets can't adapt overnight to tons of data centers being built all of a sudden but it will adapt.
>AI is not going away, but there will be a correction and things will plateau to a new higher level of demand for chips and go back to normal as always. There's too much money involved for this not to scale up.
What will they do when people continue to not pay for this crap and investors demand their pound of flesh? Because uh, nobody's paying for this, and when people are gambling with trillions of dollars...
>Markets can't adapt overnight to tons of data centers being built all of a sudden but it will adapt.
Which data centers?