Networking gear was famously overbought. Enterprise hardware is tricky as there isn’t much of a resale market for this gear once all is said and done.
The only valid use case for all of this compute which could reasonably replace ai is btc mining. I’m uncertain if the increased mining capacity would harm the market or not.
The only valid use case for all of this compute which could reasonably replace ai is btc mining. I’m uncertain if the increased mining capacity would harm the market or not.