Tom Essaye says that cheap AI stock valuations could signal that investors are growing fearful that the data center boom will come to a halt.
  • Grandwolf319@sh.itjust.worksEnglish
    1·
    11 hours ago

    What I meant was changing their production capacity to consumers.

    My point was that chip manufacturers will have customers besides AI, not that the data center chips will have other customers

    • mirshafie@europe.pubEnglish
      2·
      4 hours ago

      Yeah, hopefully, but even if the AI bubble bursts today new consumer chips is a year away at least.

      (Sorry for being a cynic, I’m saving up for a graphics card for my nephew and I’m bitter.)