The AI & Data Center Thread

Sounds like a classic bubble. Lots of wishful thinking about future gains, but no evidence of rising demand.
There was an internet bubble where VCs were pouring ridiculous money into dot coms with stupid business models. The internet did yield huge gains in productivity, but there was a period where valuations were way out of whack.

Same could and probably will happen with AI. It will drive productivity and there will be big winners along the way, but there will be plenty of big losers as well.

People with S&P funds in their 401Ks would be wise to try and diversify if they can so that they’re not overweighted in big tech.
 
Really feels like we're living in a bastardized mashup of MAD Magazine and a Twilight Zone marathon.


7405.jpg
 
Today’s “Washington Week” episode on PBS was dedicated to AI and data centers.

It’s a worthwhile watch:


🤔
It is a worthwhile watch. Good discussion about public apprehension and politics around AI and data centers, the enormous risks and enormous benefits associated with AI, and discusses the importance of regulation and global governance.

Data center development is rapidly occurring around the world. It’s not going to let up anytime soon.
 
Back
Top