3 points | by laurentiurad 10 hours ago
1 comments
I recently built this page which uses data like CapEx from the quarterly forms of the 5 biggest hyperscalers, or how many data centers are being built, and it calculates a composite index showing how likely it is for the AI bubble to pop.
I recently built this page which uses data like CapEx from the quarterly forms of the 5 biggest hyperscalers, or how many data centers are being built, and it calculates a composite index showing how likely it is for the AI bubble to pop.