Actually, this article kinda hits the nail on the head. It's not an Ai bubble at all, it's a supply issue, too much demand, outstrips supply.
So, $NVIDIA(NVDA)$ wins, $Advanced Micro Devices(AMD)$ wins. Other companies like $IREN Ltd(IREN)$ and $Eos Energy Enterprises Inc.(EOSE)$ also win. It's so far from a crisis, it's an amazing opportunity
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