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Ai Bubble Data Center Equity Is Getting Dumped Ed Zitron Comprehensive Overview
Data centres I don't think OpenAI exists in two and a half years.” For OpenAI to afford it's $300bn five year agreement with Oracle, they will have ... I think we're on the path to the first real tech Great Depression.” Writer of Where's Your
Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.” Author of Where's Your
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- This is a sign they don't need the compute… and if Meta overbuilt, I think it's fair to ask whether everyone else did too.” Writer of ...
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- All of the metrics are geared towards one thing, which is tokenmaxxing, spending as much as you can on tokens to use
- When it breaks, it's
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