No shit Sherlock.
Until the end of the year we'll see both NVidia and the hyperscalers that rent their h100s see their revenues already shrinking, there's no way we can have that many companies doing LLMs and being useful.
Until the end of the year we'll see both NVidia and the hyperscalers that rent their h100s see their revenues already shrinking, there's no way we can have that many companies doing LLMs and being useful.
Really, betting against any tremendously hyped stock is a very dangerous exercise. Just ask those who shorted GameStop (which is _clearly_ dramatically overvalued, but is back to happily jumping up 10% in a day just because).