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by yanhangyhy
219 days ago
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There are also elements of stock price hype and geopolitical competition involved.
The major U.S. tech giants are all tied to the same bandwagon — they have to maintain this cycle:
buy chips → build data centers → release new models → buy more chips. It might only stop once the electricity problem becomes truly unsustainable.
Of course, I don’t fully understand the specific situation in the U.S.,
but I even feel that one day they might flee the U.S. altogether and move to the Middle East to secure resources. |
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