Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
The AI infrastructure bubble is entirely dependent on hyperscaler capex, and now Goldman Sachs' Rich Privorotsky has said that the first one to pull back on spending will be rewarded. There's no way out for NVIDIA if this happens.
www.wheresyoured.at/premium-the-silicon-valley-bubble-part-2/
2026-06-19T17:38:19.949Z