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IBM CEO says there is 'no way' spending on AI data centers will pay off
(www.businessinsider.com)
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"... at today's infrastructure costs."
If everyone talks up the AI crash, there will be a lot of hardware that will become available at fire-sale prices. Anyone with a lot of cash or a line-of-credit will be able to pick them up for pennies on the dollar.
NVidia, however, will have to deal with a glut of 1-2 yo GPUs re-entering the market. They may get into buying them and trashing them just to keep the supply low and prices up. Sort of like a stock buyback.
Either way, strange times ahead.
Pls crash I need a new... Everything