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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Any failure of OpenAI or Anthropic (or a tightening in the supply of investor dollars or debt) would deliver a blow to NVIDIA, TSMC, and the memory suppliers that build the hardware. And, most of all, Taiwan’s server manufacturers.
www.wheresyoured.at/premium-what-if-were-in-an-ai-bubble-part-3/
2026-05-29T18:03:05.217Z