Comment by kristianp
11 hours ago
The data center growth questions he raised have been where I found him interesting. I could never find any other articles to corroborate his predictions though. My question is when will the AI bubble burst?
I didn't know he'd had a long history of mispredicting AI quality and growth of companies like Microsoft and Google.
I ended up on this comment after looking through the linked article and realizing the words "data center" never come up in it.