KKGB
@INArteCarloDoss
Ovunque contro chiunque
参加 January 2020
2.1K フォロー中 200.5K ファン
The US AI bubble is resting on 3 key assumptions: 1- shortage of compute 2- no roadblocks to the infra rollout and 3- there will be ample financing to support the outlandish capex spend assumptions.
Let’s take these one by one and put it past the Casio stress test.
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