> Where are those 99$ coming from?

If this isn't a house of cards, AI companies' customers. The companies and individauls ponying up for a Claude subscription or compute through OpenRouter.

Customer financing isn't inherently fucked. It's just highly suspect at the scale Nvidia's doing it. There was another thread where I noted that Nvidia's investments are literally monetarily significant, to the point that I expect them to start being directly referenced in the Fed's beige book [1].

[1] https://news.ycombinator.com/item?id=49673871

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polski-g 2 hours ago | parent [-]

Demand for AI inference is infinite. It's coming from the rest of the economy.

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swiftcoder 2 hours ago | parent | next [-]

Money flowing from the rest of the economy means money no longer being spent on something else. Assuming for the moment it's not all a big circular inflationary scheme, what exactly is being cut back on to fund this infinite spend on AI inference?

	▲	ajb 4 minutes ago \| parent [-]
		Economic activity is a flow, not a stock. There might well be a bubble, but you can't prove it like that.

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boesboes an hour ago | parent | prev [-]

sure elon