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Re:I'm Not Convinced the AI Bubble Exists by t-writescode on Sunday November 08, 2026 @08:56PM (#50420029)
Well, if you buy a bunch of GPUs and don't have buildings to put them in (a very real situation right now), then you're just .... holding hardware and not making a return off it and *the building (and related power infrastructure)* becomes much more important than how many GPUs you have.

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