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.
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.