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>biggest supplier of AI chips
>basically no growth over the 1 year period (currently in negative)
Why is market so irrational?
>>
because muh chatboxes that tell people to eat rocks are da futah bro
>>
>most proposed data centers will never be built
>of those that do get built, most cannot be plugged in
>of those that get built and plugged in, the GPUs inside will be worthless in a couple years
>those GPUs are the collateral for the debt that funded the construction of the data center
>literally all data center related debt is guaranteed to go bad sooner or later



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