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Scott Fines
hyalinetech.bsky.social
did:plc:vivhctklsjd3c4ztigtps7gf
I think there’s pretty good evidence that the AI bubble has peaked, and will start a sharp downturn relatively soon. But I don’t see much to indicate that the Datacenter mania has peaked yet; I’m guessing another 6 months at least.
2025-10-06T00:17:33.461Z