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mpalmeryesterday at 5:17 PM1 replyview on HN

Anthropic can't prop up Nvidia and the chip industry itself. If AI as an industry can't start turning a dollar into $1.05, a lot of stuff starts falling in value


Replies

zozbot234yesterday at 10:19 PM

Nvidia will be fine, same for the chip makers. They're selling shovels during the gold rush and they stand to gain even if local/on prem AI eventually dominates for casual users.