alt Hacker NewsI agree there's no low demand.
> The stock prices of 9/10 of the top S&P 500 stocks have significant AI exposure
not true.. only ~2-3% exposure at model layer. rest are at hardware layer..
I agree there's no low demand.
> The stock prices of 9/10 of the top S&P 500 stocks have significant AI exposure
not true.. only ~2-3% exposure at model layer. rest are at hardware layer..
And there's a significant bubble in the hardware layer. The Nvidia overvaluation alone far exceeds that of both OpenAI and Anthropic. When the bubble pops people are going to want dedicated inference chips without an 80% profit margin rather than the B200.