Post #4354260
2026-08-03 10:47 UTC
https://isaiprofitable.com
#AIBubble
Replies (2)
-
@anttipeltola@mastodon.world 2026-08-03 10:55
AI profiteers that I know about: Nvidia, AMD (GPUs) TSMC (chip fabrication plants) ASML (EUV and DUV machines for fabs) Data centre builders Arista Networks (routers and Arista EOS) Ciena, Nokia (fibre campus and metro networks, data centre interconnects) Broadcom (inference ASICs) SK Hynix, Micron, Samsung (memory) Chip in if you got anything else.
-
@david_chisnall@infosec.exchange 2026-08-03 14:39
@anttipeltola@mastodon.world The spend does not include any of the off-the-books loans, which roughly double the spend.