alt Hacker NewsIIUC, so far the supplier has only ended up needing to send samples and a quote to a prospect, and no sale has actually happened. So as of today, everyone is showing a net negative result except whichever company sells the Grok bot tokens.
If that company is subsidizing the price of the bot with VC money and not turning a profit, then as of today, 40 suppliers, 1 HN member, all Grok/SpaceX investors, all Nasdaq index investors, and probably some others, are showing a net negative, and the only company showing a positive result from all this is NVidia.
> the only company showing a positive result from all this is NVidia
Everyone upstream of the AI labs should be showing a positive result, that includes all the companies needed to actually build the chips and the datacenters around it. If they aren't too incompetent, they should end up with a pile of cash regardless of where their stock goes when the bubble pops.