RSS Bot@lemmy.bestiver.seMB to Hacker News@lemmy.bestiver.seEnglish · 2 个月前Powell – unlike the dotcom boom, AI spending isn't a bubblefortune.comexternal-linkmessage-square22fedilinkarrow-up124file-textcross-posted to: technology@lemmit.onlineusa@midwest.socialusa@lemmy.ml
arrow-up124external-linkPowell – unlike the dotcom boom, AI spending isn't a bubblefortune.comRSS Bot@lemmy.bestiver.seMB to Hacker News@lemmy.bestiver.seEnglish · 2 个月前message-square22fedilinkfile-textcross-posted to: technology@lemmit.onlineusa@midwest.socialusa@lemmy.ml
minus-squarebrucethemoose@lemmy.worldlinkfedilinkEnglisharrow-up2·edit-22 个月前He’s not. He knows who has the earnings: Nvidia and AMD. And anyone selling hardware/tooling. “During the gold rush its a good time to be in the pick and shovel business.” Mark Twain
minus-squaregreygore@lemmy.worldlinkfedilinkEnglisharrow-up1·2 个月前And they’re turning around to give the money to their customers in the form of investments or loans, so that they can buy more products from them. That’s simply not sustainable.
He’s not. He knows who has the earnings: Nvidia and AMD.
And anyone selling hardware/tooling.
And they’re turning around to give the money to their customers in the form of investments or loans, so that they can buy more products from them. That’s simply not sustainable.