Comment by sn0wr8ven

Not nothing but nothing compared to the amount being ordered and invested. I think Nvidia has enough orders to go to 2027, so they are way behind. A lot of companies though, aren't using even the limited amount of hardware being produced now, and this is from Microsoft, Meta, etc. The hardware side is certainly way behind the production. The software side is sort of clear for most people. None of the companies are really making returns on 100B investments, fairly evident given recent estimates and project shutdowns, SORA in particular. So when the 100B or I think 1 trillion is being quoted around now, is just floating, resulting in limited goods, and limited value from the limited goods, it becomes worrying. Because the extra valuations isn't resulting in extra value simply limited if not negative value.