Comment by Ekaros
18 hours ago
What if it is not winner take all? What if there is no race. What if what USA has been doing is just burning money with possibly unsustainable debt load and way over build valuations...
AI being commodity server capacity might be a thing. And the customers might even manage without hyperscalers... In that sort of end scenario whole current market might look rather foolish.
>What if there is no race. What if what USA has been doing is just burning money with possibly unsustainable debt load and way over build valuations...
You mean, what if the hype-based billionaire-class is wrong? Isn't suggesting that a sin in America these days?
Cannot happen, these days. The US taxpayer will be glad to bail them all out (again).