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xvector • today at 12:54 PM • 0 replies • view on HN

You've been saying so many incorrect things.

> They owe hundreds of billions in loans on datacenters that aren't built yet

Covered by their current revenue plus 10-20B.

> to make the profit they promised which they need to pay off the loans they already have.

No, they don't need to make profit for this. Their loans and infrastructure expenses are mostly covered by a small increase in revenue

> The chip factories and economies of scale that will be complete in a few years will send prices crashing, as they have before.

All signs point to demand increasing to match. Economies of scale let you better capitalize on existing demand, so the companies stand to profit even as prices decrease.

> They have to grow or die.

This is the story of every startup. Even large companies are subject to this in the stock market.