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by dncornholio 21 days ago
4-5 years is not short? Don't companiess write off their hardware after 3 years mostly anyway?
2 comments

It's short compared to the previous bubbles. The capital in the previous bubbles went into things that survived the bubble, networking infrastructure and rail networks.
If you plan to take out a 10-15 year loan to buy those GPU's then it's extremely short. So short the bank won't give you the loan due to lack of collateral.