123_holden
Oct 24, 9:03 PM
$NBIS $APLD $IREN $CRWV $BE F that guy - he just wants to pull another Situational Awareness 2.0.
By stating a "bubble" narrative after capitalizing on a forced liquidation, institutional fund managers can create the exact retail panic required to lower stock prices again.
The demand for compute is not going to slow down
Even after the AI models need for compute slows down, physical AI and quantum computing will increase the demand exponentially
When critics claim that AI demand will slow down once models are trained, they fail to see that robotics (physical AI) and quantum computing represent an entirely new, exponentially larger wave of data processing. Boston Consulting Group data projects the global compute transaction market to explode from
$360 billion to
$2.3 trillion by 2030
Large Language Models (LLMs) operate on text and pixels. Humanoid robotics and autonomous vehicles operate on multimodal real-world physics, requiring a massive multiplier in raw compute power
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