31 points brazukadev 45 minutes ago 5 comments
tonoto 16 minutes ago | parent
Ouch, investment in GPU isn't a one off, you also need to invest newer generations (that naturally comes with a bigger price tag) to attract customers long term. How will this business ever become profitable before the bubble bursts?
Analemma_ 12 minutes ago | parent
Before Tuesday the plan was to get a bailout from their buddies in the White House on "national security" grounds. That became much less viable now that Trump is a lame duck and anti-datacenter ballot measures passed everywhere, which is probably why e.g. CoreWeave is down 20% since the election.
dude250711 10 minutes ago | parent
Given the average bubble-prediction accuracy, there might as well be a few centuries before it bursts. Which would give some time.
Twirrim 4 minutes ago | parent
You're somewhat assuming there aren't customers lined up wanting capacity.