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
      2·
      3 个月前

      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
        3·
        3 个月前

        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.)