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Title: Chris Swan's Weblog | IT mixology and other thoughts about tech, life the universe and everything
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The AI infrastructure bubble has reached a point where companies just can’t actually spent all the money they might (notionally) have allocated. There might be money on a balance sheet somewhere, but good luck exchanging it for actual GPUs, or HVAC, or HVAC installers, or… When the sums of money get large enough it turns out that it’s difficult to actually spend it. ...