AISeeking Alphaabout 2 hours ago
One Massive Hole In The AI Narrative
1 min read
Goldman Sachs forecasts hyperscaler capex could reach $1.1 trillion by FY2027. GPUs have a short useful life of 2, 3 years for mission-critical tasks, creating higher ongoing costs than historical infrastructure. Potential AI price wars and overcapacity risks echo past tech bubbles.
Level
Hype check
Tap to vote and see what everyone thinks.
