POPA Recon⬇️Stock prices may falter even if AI continues. Source
⬇️Stock prices may falter even if AI continues. Source 1. Model advances faster than data centers - Open-source and Chinese models chase top-tier models even with limited chips - Moving from competition to competition for increasing computing to competition for algorithms and efficiency - The premise that AI advancement and hardware investment must be proportional can be broken 2. The real danger is not the collapse of demand, but CapEx air pockets - As soon as someone says they're going to cut investment, the market reacts to slowing growth rather than absolute growth - Just a drop in semic…
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