18H·

"AI Bubble"

$INTC (-7.3%) announces positive figures and $ORCL (+1.12%) invests 40 billion dollars in a new data center and Nvidia chips - supply still falls far short of demand.

If that's nothing positive and people continue to talk about a short-term "bursting" of the "AI bubble", I don't know what else to say :)

1 Comment

Wer@wervol

Well, it doesn’t necessarily prove there’s no AI bubble. Think of it this way: you can sell plenty of shovels and build roads for miners, but that doesn’t mean there’s actually enough gold in the mines.

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