The author argued that the rise of debt-financed artificial intelligence was beginning to show cracks. He wrote that Wall Street was projecting spending of $7 trillion on infrastructure against revenues of $3.6 trillion by 2030. He also noted that CoreWeave fell and then rebounded after Nvidia's defense, while AWS claimed that spending was sustainable. #IA #WallStreet #Infraestructura #US #NO_COUNTRY_CODE (translated)
