alt Hacker NewsSince there's such an interdependence between nvidia and the other companies involed in AI to the point that if one fails they all fail, shouldn't the analysis focus on the weakest link in the AI circle jerk?
Since there's such an interdependence between nvidia and the other companies involed in AI to the point that if one fails they all fail, shouldn't the analysis focus on the weakest link in the AI circle jerk?
Nvidia is the biggest link, however, I'd wager OpenAI and the likes are big enough to make a significant dent in the mammoth. So yeah, this analysis is sort of a spherical cows in a vacuum situation.
Still, it's interesting the probability is so high while ignoring real-world factors. I'd expect it to be much higher due to: - another adjacent company dipping - some earnings target not being met - china/taiwan - just the AI craze slowing down