Reply to Does anyone else believe the impending financial crash will be bigger than 2008-2009?

Forum Index » Money and Finances

Reply to "Does anyone else believe the impending financial crash will be bigger than 2008-2009?"

Subject:

Emoticons





More smilies

Text Color: Font: Close Marks

[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]

The stock market is on essentially a tech meth high at the moment. Once this data center/ai/hpc thing bursts in value and tariffs are felt more, we are looking at hard times. [/quote]

Dear god that is an amazing line- Tech Meth High.  Love it.[/quote]

And true to a limited extent but not true overall.

[b]data center and AI are not the same[/b] and should not be lumped together.  Unlikely to burst as you say anytime soon.  tariffs are not being felt in the economy.  [/quote]

I really want to know what you are smoking.  Yes of course they aren't exactly the same, there are plenty of data center needs for general web usage, etc.  But the recent massive surge in data center construction is absolutely tied to the incredible computing requirements of the LLM systems. If that slows down, the demand for so many new data centers absolutely slows down.

When the LLM bubble bursts, it will be uneven, of course.  Nvidia will take a massive hit, but they are gonna do fine in the long run and still worth trillions.  Oracle will take a huge hit because of how much their recent growth has come because of LLM demand. Microsoft has funded a ton of OpenAI and they will take a hit also, but of course they have plenty of real revenue, in the grand scheme they will be fine.  Google/Facebook/Amazon have significant LLM investments but still of course lots of real revenue.

Most of the other big losses will be smaller companies that aren't a huge part of people's portfolios, or are privately held.  So whatever.[/quote]

Options

	Disable HTML in this message
	Disable BB Code in this message
	Disable smilies in this message

Review message

Search Recent Topics Hottest Topics