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diehundetoday at 3:55 PM2 repliesview on HN

Could this be the start of the AI bubble bursting? There are so many rumors going around about data centers not being built, GPUs waiting to be installed, debt, and much more. Crazy times.


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chasd00today at 4:41 PM

Follow the datacenter companies like Coreweave, when they start to have problems everyone else will start to have problems. Coreweave was bailed out by Nvidia once already and managed to get another $8B loan today. They and others are up to their eyeballs in debt so any trouble will show up first in companies like Coreweave trying to build the datacenters and bring them online.

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MattDamonSpacetoday at 3:57 PM

There is no bubble

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