Well yes, Meta even said so explicitly about their upcoming layoffs. They're offsetting the capital expenditures into data centers, and "preparing for greater efficiency brought on by AI-assisted workers".
So who is getting that money then? Contractors building sites? Is it going off to the silicon manufacturers? Is Nvidia getting a large part of the pie?
So who is getting that money then? Contractors building sites? Is it going off to the silicon manufacturers? Is Nvidia getting a large part of the pie?