After looking at Nvidia's orderbook, it's a reasonable conclusion that nothing bad will happen for at least another year. In which case Ed Zitron is off by at least a year.
But there are enough signs of trouble that could happen soon: Oracle debt is junk. OpenAI might not be on a viable trajectory to IPO. One or both of those could collapse the lower quality data center companies. Zitron is probably overconfident about a crash in the short term. Probably.
But there are enough signs of trouble that could happen soon: Oracle debt is junk. OpenAI might not be on a viable trajectory to IPO. One or both of those could collapse the lower quality data center companies. Zitron is probably overconfident about a crash in the short term. Probably.