Parting shots -- following up on some recent threads (opens in new tab)
On the AI bubble... From Paul Kedrosky : Hyperscaler and data-center investment, negligible through 2022, is now tracking toward $1.5 trilli...
Read the original articleOn the AI bubble... From Paul Kedrosky : Hyperscaler and data-center investment, negligible through 2022, is now tracking toward $1.5 trilli...
Read the original article