why? its all private money funding AI at the moment, sure some data centre reality companies would go belly up but you will be surprised to find out how much of it is big headlines and very little action. there is a lot of installations and GPUs not yet brought online but marked as sold because of .. well physical world delays.

Let me put it this way, IF AI is a bubble then I'd like it to go bust asap instead of dragging along and going public and then us discovering BS/creative accounting revenue in S1 filings. by then it would be much worse. Right now VCs and PE firms will absorb it all.

The thing with dot-com was that there was actual public market corruption & euphoria. that caused the bust painful for everybody. RN its bigtech & PE how has heavy cash reserver and margins to bun through. I'd much rather have them take it then average 401k.

> The thing with dot-com was that there was actual public market corruption & euphoria.

Just like now, the financial cup game is insane. Commiting money to a company that plans on doing a thing if they can get another company to do a thing and then that company is leveraging those cumulative possibilities in its own wager. The speculation is out of control.