Tom Essaye says that cheap AI stock valuations could signal that investors are growing fearful that the data center boom will come to a halt.
  • hansolo@lemmy.todayEnglish
    0·
    4 months ago

    In a $10 Trillion bubble, what percentage, exactly, are the GPUs you’re taking about?

    Is it 10%? Are there a Trillion dollars worth of GPUs you’re worried about? Or less?