AI Had Better Work OutIt’s Not “Like The Dot Com Bubble,” It’s Worse, With Valuations Inflated By Hype-Based Capex Spend...

AI Had Better Work OutIt’s Not “Like The Dot Com Bubble,” It’s Worse, With Valuations Inflated By Hype-Based Capex Spend Rather Than Underlying RevenuesGartner Says We Have More Compute Capacity Than We Have Demand, and 80% Of Neoclouds Will Be Dead By 2030We Already Have An Oversupply of GPUs, With Amazon Warehousing Billions of Dollars Of GPUs “With No Clear Forecasted Path” For Them To Be Installed https://www.wheresyoured.at/ai-had-better-work-out/?ref=ed-zitrons-wheres-your-ed-at-newsletter#AI #NoAi #EdZitron #news #OpenAI