Comment by alfalfasprout
18 hours ago
100% this. all of this spending is predicated on a stratospheric ROI on AI investments at the proposed investment levels. If that doesn't pan out, we'll see a lot of people left holding the cards including chip fabs, designers like Nvidia, and of course anyone that ponied up for that much compute.
Chip fabs will be fine. The demand for high end processors will remain because of the likes of Apple and AMD.