No. of Recommendations: 2
Psst: We've known for awhile this is going to happen. Are banks and HMO companies dying in the streets today?
People have been starting to question AI company finances, due to the staggering amounts of debt being incurred. I doubt that trend will be reversed. Making it harder to build data centers out in the boonies, where land is cheap, and demanding all the infrastructure to support the center be built at someone else's expense could impact them. I remember the "information superhighway" hype, and AI has that same ring to it: something that is really useful, but hyped way out of proportion to it's near term potential.
Steve
