Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
usertests Nonsensical bubble speak. And if it lasted that long, the big 3 (or 4 with CXMT) will start to see competition for a change, from NEO Semiconductor or SAIMEMORY, for example. But it probably won't. The AI Bubble Is No Ordinary Bubble Tech companies are going to need to start generating huge revenues and huge profits to justify these valuations. OpenAI needs to spin up roughly $100 billion in free cash flow by 2030, according to calculations by Harrison Rolfes of PitchBook. Analysts expect it will lose $10 billion to $30 billion that year. If it does—or if more communities ban data centers, or if non-tech companies prove reticent about purchasing AI software, or if China develops AI models that do not require so much computing power—we could be in for a massive correction. The AI economy is a trillion-dollar ouroboros of buying and selling, investment and equity staking, all happening between San Francisco and San Jose. Big Tech is advancing money to AI start-ups to buy cloud services from Big Tech, which is using the revenue to run new AI models … you get the idea. What happens to one firm could happen to all of them. Reply
Ricket5 usertests said: Nonsensical bubble speak. And if it lasted that long, the big 3 (or 4 with CXMT) will start to see competition for a change, from NEO Semiconductor or SAIMEMORY, for example. But it probably won't. The AI Bubble Is No Ordinary Bubble What the tech companies are pitching investors is this will kill jobs. Anything that kills jobs is going to get money thrown at it. The CEO of Palantir was more direct. They jobs they are going to kill are white collar jobs mostly held by liberals. This takes money and power away from liberals. This is a political project. AI is worth everything because it is a way to install a world governed by tech accountable only to a few right wing billionaires and trillionaires and nobody else gets to have a say in anything ever again. All the rich people pushing this buy into network states, don't like democracy, and are fascists. You cannot put a price on establishing this sort of global totalitarian state. So the bubble will keep going until it's locked in. Then the fun starts. Reply
TechieTwo Just trying to prepare consumers for continued extortion. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/adata-chairman-says-dram-shortage-will-last-another-10-years#main
- https://www.tomshardware.com/subscription
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- Gigabyte announces support for Chinese-made CXMT memory — pushes it to 8200 MT/s on Socket AM5
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Informational only. No financial advice. Do your own research.