>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