Comment by sdf2erf
6 hours ago
Yeah they are both fighting for survival. No surprise really.
Need to keep the hype going if they are both IPO'ing later this year.
6 hours ago
Yeah they are both fighting for survival. No surprise really.
Need to keep the hype going if they are both IPO'ing later this year.
The AI market is an infinite sum market.
Consider the fact that 7 year old TPUs are still sitting at near 100p utilization today.
How many IPOs can a company really do?
As many as they want. They can "spin off" and then "merge" again.