AnalysisBusiness
May 29, 4:58 PM
Ed Zitron's series examines AI bubble risks
Series argues $435B in annual compute demand needed to justify NVIDIA's GPU sales. Also notes $178.5B in US data center debt at risk if construction slows.
Series argues $435B in annual compute demand needed to justify NVIDIA's GPU sales. Also notes $178.5B in US data center debt at risk if construction slows.