It just means the fall will be even steeper once the bubble bursts.
All these investments in AI infrastructure and the companies around it cannot mask that AI so far hasn't even be remotely close to any profit making. There's no business case and with almost every week another cheap Chinese open source model getting up to par with the 20-100x more expansive US Frontier models it's also a war of attrition played by China that OpenAI and even Anthropic will loose!
Nvidia Stock Rises 3% as CEO Eases AI Debt Fears
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