Thread

1. Apes · 1790019664 · focus · HN ↗

   I'll believe it the day SpaceX - the AI company that is mostly making money selling datacenter compute using gas turbines for energy - takes a single day 90% or greater drop in stock price.

   1. Zigurd · 1790020028 · focus · HN ↗

      Currently nobody knows when the first big financial crisis is fully locked in. For example, if OpenAI can't close another round, and they default on their contracts with Oracle, there's your sign. Until then it looks like everybody is enjoying the communal hallucination.

      1. downrightmike · 1790023485 · focus · HN ↗

         Probably the next nvidia chip drop because the old chips where priced at their highest level at a depreciation of 5 years instead of the 2 year norm. What happens when the next chip is way better(hearing 67x better, not just the 10x from initial claims)? Well all those chips need to be dumped fast and depreciate that second and the datacenter gets bankrupted and parted out

         1. [deleted] · 1790033711 · focus · HN ↗

            [deleted]

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