Assumong that the bubble pops,and those data center suddenly become less valuable. Who would buy them, and to do what ?
Lower added value compute ? Online game rendering ? Science labs ?
Assumong that the bubble pops,and those data center suddenly become less valuable. Who would buy them, and to do what ?
Lower added value compute ? Online game rendering ? Science labs ?
Some of that will get absorbed by market leaders including OpenAI. In the short term that's good for OpenAI. They could pick up some bargains, and doing so will divert some attention from their unachievable growth plans.
reliefcrew•1mo ago