Okay so you agree that big companies can keep funding this buildout, NVidia (and everyone in their supply chain) is backlogged 18+ months, and there's essentially zero risk of insolvency from any of the major customers, all of whom are committed and able to increase their purchasing (pursuant to their contractual obligations) of AI hardware over the next 3 years?
replyNo one serious cares if there's a bubble in the stock market because the financials are solid and when those play out then whatever "bubble" you imagine exists today will be small compared to realized revenues in a few years.
>No one serious cares if there's a bubble in the stock market because the financials are solid
replyIf the financials were "solid" it wouldn't be called a bubble. People are pointing to the bubble saying it's a bubble exactly because the financials are not solid and the expected revenue that would make the valuations and investments make sense is vaporware.
People are calling it a bubble because they dont understand the financials.
replySo Warren Buffet and Michael Burry don't understand fundamental analysis and stock market patterns?
replySome thinktank estimated that there is enough money in the system for reaching 2030 with continues investment.
replyThere are a few numbers of scaling laws, i'm pretty sure VCs want to see being hit. Just to see what will happen when you scale an LLM to 100T Parmeters.