Comment by reppap
12 hours ago
People will want more GPUs but will they be able to fund them? At what points does the venture capital and loans run out? People will not keep pouring hundreds of billions into this if the returns don't start coming.
12 hours ago
People will want more GPUs but will they be able to fund them? At what points does the venture capital and loans run out? People will not keep pouring hundreds of billions into this if the returns don't start coming.
Money will be interesting the next few years.
There is a real chance that the Japanese carry trade will close soon the BoJ seeing rates move up to 4%. This means liquidity will drain from the US markets back into Japan. On the US side there is going to be a lot of inflation between money printing, refund checks, amortization changes and a possible war footing. Who knows?