Comment on The Big Short Guy Just Bet $1 Billion That the AI Bubble Pops
Womble@piefed.world 3 days agoI'm not a fan of them either, I wish AMD would step up and compete with them better (Just get ROCm into a good place FFS!), but they are definitely not one of the companies most exposed to an AI pop. They'll stop being insanely profitable but they are not anywhere near the position of openAI and the likes who have massive negative profit.
anomnom@sh.itjust.works 3 days ago
I guess the question is how much of their revenue is in cash, and how much is in credit from companies that may go bust and not finish paying Nvidia for what they already built and loaned.
Maybe I’m wrong about how that’s all working.