Re:I'm Not Convinced the AI Bubble Exists
by lelanthran on Monday November 09, 2026 @04:04AM
(#50422999)
Assuming you have done that, what's your conclusion?
Re:I'm Not Convinced the AI Bubble Exists
by aprilthird2021 on Monday November 09, 2026 @04:14AM
(#50423095)
Isn't that worse because you then get into neocloud companies like Coreweave and Nebius who have taken insane debt to build out data centers and if the demand sinks for those they'll go under
Re:I'm Not Convinced the AI Bubble Exists
by p2detar on Monday November 09, 2026 @04:26AM
(#50423184)
[delayed]
Re:I'm Not Convinced the AI Bubble Exists
by geekgod382 on Monday November 09, 2026 @04:40AM
(#50423289)
It gets worse. CoreWeave has more than $50 billion in debt. rising costs will make financing economically unfeasible. And a demand shock will push the company into bankruptcy. This will affect NVIDIA and others involved in this entire AI supply chain.
CoreWeave defaulting vs say Alphabet or Meta or MS or Amazon is very different thing. According to Pachai right now they are severely compute constrained they have 2x the demand they can serve. So while CoreWeave bondholders might take a haircut one of the hyperscalars will likely gladly buy their assets.
Anthropic is one company in a gigantic ecosystem.
You want to understand the eco system. Got to flyover the jungle, not just stare at one elephant herd.
Read annual reports of NVIDIA, atleast one from Microsoft/Amazon/Google and atleast one representing activities of Enterprise projects (Accenture/IBM/TCS). Then look at govts budgets/programmes for AI US/EU/UAE/S.Korea.
Do it with a group like a book club.