Meh, only 1 to 2%, barely an itch for them. Its still 8% up since jan, and 100% up since 2023. Would’ve expect a burst to start with like 5% or more. Dotcom bubble burst with 78% free fall after the rise of 600%.
It will continue to decline steadily. I don’t think it will all just be wiped out over night.
China is proving that you don’t need so many massive and ultramodern datacenters to either train or serve good models. We’re getting diminishing returns on compute, so these massive infrastructure investments into AI are premature at best.
Meh, only 1 to 2%, barely an itch for them. Its still 8% up since jan, and 100% up since 2023. Would’ve expect a burst to start with like 5% or more. Dotcom bubble burst with 78% free fall after the rise of 600%.
NASDAQ is down 5% this month, though I agree it’s too early to tell.
It will continue to decline steadily. I don’t think it will all just be wiped out over night.
China is proving that you don’t need so many massive and ultramodern datacenters to either train or serve good models. We’re getting diminishing returns on compute, so these massive infrastructure investments into AI are premature at best.