Isn't that worse because you then get into neocloud companies like Coreweave and Nebius who have taken insane debt to build out data centers and if the demand sinks for those they'll go under
It gets worse. CoreWeave has more than $50 billion in debt. rising costs will make financing economically unfeasible. And a demand shock will push the company into bankruptcy. This will affect NVIDIA and others involved in this entire AI supply chain.
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And what if the demand does not sink?