Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","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'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
watzupken This is a typical method of trying to excite the market. "Letter of intent" really don't mean much until the money starts making an impact to profits. Otherwise, it's just some gentleman agreement to try and stir up the market with a big number. Reply
Floppi My sensation is that this letter of intent is like a sign that this AI bubble is getting so big that when it will pop one of the big companies will go, maybe one from the title. Reply
alan.campbell99 2027 is wildly optimistic given, for example, none of Microsoft's projects that were announced/broken ground a few years ago have been completed. And yes, letter of intents mean little e.g. Nvidia's letter of intent for $100 billion to OpenAI. Shovel maker is desperate to keep shovel-selling business growing and number go up. Reply
CelicaGT watzupken said: This is a typical method of trying to excite the market. "Letter of intent" really don't mean much until the money starts making an impact to profits. Otherwise, it's just some gentleman agreement to try and stir up the market with a big number. Is it only a letter of intent? Good deity Tom's needs to stop sensationalizing this hubris. More hype for the "investors". Jensen's looking a little stressed these days, that panic sweat is unbecoming. This bubble, if it's not a "soft" burst is gonna hurt. I'm out of all the short term tech stock, and I have time for recover but oof, some people are gonna lose their retirements funds and they're probably fully unaware. This will be my third major market crash as an adult. It's not pretty… 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/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-and-sk-group-enter-usd500-billion-ai-partnership-plan-to-supercharge-ai-infrastructure-with-next-gen-memory-and-massive-ai-factories#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.