

And the hardware providers got a lot of that money from their stock valuation which increased from the last deal they made with the last AI company. And this deal raises the valuation to fund the next deal.
All of these datacenters and the semiconductors inside them are like the housing supply in 2008, assets that exist on paper whose construction was funded by the speculation of future returns of the AI companies, who have yet to turn a profit or come up with any useful revenue generating venture out of their glorified chatbots.
Its only a matter of time before the AI companies run out of investor money without having a source of revenue and profit generation to pay for all this infrastructure, and that’s when the bubble pops. However I think we will be waiting for a very long time for that to happen, since the funding ultimately comes from tech companies who have stashed away probably a combined trillion dollars in cash over the last decade. The problem is, that pulls in more than just Nvidia and openAI; by market cap we’re talking about a handful of tech giants that make up like 40% of the S&P500.







Yeah this is more like a return to the norm, just more blatant and overt. And even earlier than 100 years, before America was strong enough to reach out into the world and do this to other countries, it was manifest destiny against the indigenous. You won’t find a corner of this planet unmolested by American imperialism, and the hardest hit are still problems that persist to this day.
Whether it’s the Panama Canal, the Monroe doctrine, the Banana republics, or atrocities in Vietnam and Cambodia and Laos. Intervening in civil wars and conflicts that would eventually create Taiwan and South Korea and Israel as American vassal states built with the purpose of serving American interests. Fomenting a coup in Iran over oil which would usher in the Iranian revolution, or smashing Iraq which created a power vacuum for isis to form. Wherever and whenever America reaches out into the world, death and destruction will typically follow. And if it isn’t leaving a shattered and broken state for whoever is left to pick up the pieces, then it’s funding and arming one side of a war to create a satellite state to enrich itself which leaves a conflict ready to reignite at any moment.