this post was submitted on 01 Nov 2025

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Powell – unlike the dotcom boom, AI spending isn't a bubble (fortune.com)

submitted 5 days ago by rssbot@lemmy.bestiver.se to c/hackernews@lemmy.bestiver.se

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[–] brucethemoose@lemmy.world 1 points 4 days ago* (last edited 4 days ago) (1 children)

He's not. He knows who has the earnings: Nvidia and AMD.

And anyone selling hardware/tooling.

"During the gold rush its a good time to be in the pick and shovel business."

Mark Twain

[–] greygore@lemmy.world 1 points 4 days ago

And they’re turning around to give the money to their customers in the form of investments or loans, so that they can buy more products from them. That’s simply not sustainable.