Post #4413458
2026-08-06 01:27 UTC
@GossiTheDog@cyberplace.social I hope they took the money up front.
This will all collapse spectacularly.
Replies (1)
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@steve@mastodon.nexusuk.org 2026-08-06 09:56
@idlebrain@infosec.exchange @GossiTheDog@cyberplace.social if I were to guess, "no additional supply planned" is because: 1. Setting up a new fab costs $billions; 2. Would take years to come online; and 3. When the AI bubble bursts, there will be no demand for the new capacity and no one wants to be left with $billions worth of stranded assets.