The fact that Claude is automatically pushing me to an inferior concise mode and seems to be focused on saving processsor cycles due to high demand seems to indicate that AI isn’t slowing down at all, it’s use is accelerating and data center investment is going to accelerate.

It’s just a random data point, but it makes me less skeptical of Nvidia’s current earnings sustainability the way that not being able to get your hand on an iPhone for a few months used to indicate Apple’s profit sustainability and current weakness.