Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
The most obvious sign that we're in an AI infrastructure bubble is that every major company - Broadcom, AMD, NVIDIA - is now doing circular financing, backstopping cloud compute deals or guaranteeing $30bn in TPUs for Anthropic.
www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
2026-06-19T17:38:19.921Z