today, intel complaining about rampocalypse with PCs.
SpaceX making ridiculous expansion plans that republican/zionist connections ensured quick funding.
hyperscallers not really running out of money, but having some trouble keeping more money flowing in than out.
Neoclouds not having any access to any more money they need today.
Number 4 can cause some Nvidia order cancellations soon. 3 is a longer term slowdown risk, and no new projects. SpaceX is what screws everyone else over. Threatening to take over entire industry, and let Nvidia take all TSMC/RAM capacity.
Musk is the single biggest problem. Until this week, industry was very quiet about even more projects. SpaceX has 1.3gw of new capacity comming at the end of this year, without any customers lined up. That is 4x existing spot available capacity in US. The only way that can work for SpaceX is if all other projects are delayed. It’s already the most fraudulent and overvalued company in the world, and it is only establishment (GOP/Israel) corruption that permits it.
One of the biggest mid term issues is continuing to permit SpaceX’s overall corruption, but its contribution to a bigger/longer AI bubble.
4 things happening this last 2 weeks.
Number 4 can cause some Nvidia order cancellations soon. 3 is a longer term slowdown risk, and no new projects. SpaceX is what screws everyone else over. Threatening to take over entire industry, and let Nvidia take all TSMC/RAM capacity.
Musk is the single biggest problem. Until this week, industry was very quiet about even more projects. SpaceX has 1.3gw of new capacity comming at the end of this year, without any customers lined up. That is 4x existing spot available capacity in US. The only way that can work for SpaceX is if all other projects are delayed. It’s already the most fraudulent and overvalued company in the world, and it is only establishment (GOP/Israel) corruption that permits it.
One of the biggest mid term issues is continuing to permit SpaceX’s overall corruption, but its contribution to a bigger/longer AI bubble.