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@mattmay@mstdn.social

Post #2285653

2026-04-28 06:08 UTC

@Elizafox@social.treehouse.systems I think there’ll be a little interregnum where Anthropic or the others go, hey, I’ll take their NVIDIA quota this quarter. Or, I’ll take that next Stargate DC. But soon enough NVIDIA’s making a surplus, DCs are getting powered down, and some dominos like Oracle start to fall. They’ll swear they can contain the outbreak with a bailout, but by that point it’ll be a pandemic.

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