AISiliconANGLEabout 1 hour ago
AI bubble debate intensifies amid neocloud earnings
1 min read
The AI bubble debate intensified this week as Nvidia CEO Jensen Huang committed $500 billion to independent neoclouds. theCUBE Research chief analyst Dave Vellante contends any bursting point may be far off, despite ballooning AI spending and neocloud earnings challenging doubters.
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