Yes, 2 years.

How long does building a factory take?

If the demand grows with their production they can sell more units at the same price.

If demand goes down by a certain percentage, they sell more for less + they lost the investment into new factories.

It all is based on IFs and about personality, about "optimism" vs "pessimism"

I for one think that the AI bubble will "burst" at some point and I think that then there will be a lot of hardware to go by.

Time will be the judge of my abilities to replace the Oracle of Delphi.