Everyone knew it was a gamble,

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Everyone knew it was a gamble, that is why there is an AI bubble, a big enough crash will come along eventually.
The thing is "AI" as we know it require constant monetary input, the newest chips, new training, maintenance to avoid model drift, constant improvements to keep up with competition... CapEx will not be a problem that get solves anytime soon
The AI players are hoping that someone folds and they end up being the last one at the table, but even then, the number does not bode well because the revenue will still not keep up with the expenditure.

# Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst

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