alt Hacker NewsNvidia 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
Yeah, no signs that the AI craze is slowing down, other than all the stories of it not living up to the hype and creating more jobs rather than replacing people and not doing what it says on the tin and the various security issues and that whole they can't expand for the next decade because they need more power plants thing.