Aug. 28 at 4:00 PM
$RGTI $QUBT $QBTS $IONQ
There I said it. It is PREMATURE.
And this is exactly why I think AI buildout will crash.
The current AI hardware will become obsolete way faster than railroads or fiber. You can't really call it infrastructure if the whole thing will be replace in 5 years. Compute will be Decentralized one way or another because the trust is lost. The chips will be more specialized and problem focused, much smaller much faster yet much more energy efficient and much much cheaper.
Sorry
$NVDA I like Jensen and I like Nvidia I like Google but it is just premature for this much capex.
