It’s not sustainable. The data centers need to produce money soon, and currently, it’s not even clear when they will get the power they need or if AGI/ASI is even possible with our current approach to LLMs. The money that went into the construction is gone, and no ROI is visible anywhere. The amount of debt is staggering, and debtors won’t wait forever.

Bubbles can last decades, this one won’t.

There is a reason why RAM production is not ramping up. The collapse is too close to make it feasible.

The bubble won’t survive 3 years. Who the hell believes such prediction?

Big copyright companies are powerful, but the AI bubble is currently holding up the American economy, and there is the AI race with China. Hard to tell how that goes. If Trump wins/cheats his way to a win in the midterms it’s going to be more in favor of AI.