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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replyThere is no bubble
replyLove the confidence. The logic can catch up later.
replyThe automobile bubble has lasted longer than expected but the horses are sure to get their jobs back soon.
replyAt least you didn't go with electricity or the internet. Respect.
replyWhen everyone says it is a bubble it's very likely not a bubble.
replyAlso LLMs have a lot of value because it is a way to steal intellectual property without anyone beeing able to do s.th. about it.
Well clearly not everyone is saying it's a bubble (you maybe?) so I don't know where that leaves us. Also, IIRC there are massive lawsuits underway so there's definitely people doing s.th. about it
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