[AtlasBarfed]

There is a compute shortage.

In fact, for all these companies to do what they're going to do, they need a massive, massive massive amount of data centers, a highly improbable number of data centers that need to be built in an highly improbably short amount of time.

And the capitals about to dry off in about a year. So it's a race between these improbable timelines on data center construction, with capital evaporating.

[podocarp]

Source for capital drying up in one year? Not trying to be snarky but that's super big if true.

[AtlasBarfed]

- iran destabilization will shift middle east capital to military spending and infrastructure repair

- Ukraine war similarly is triggering an EU buildup and reduction in us dependency

- all the IPOs indicate the companies themselves know the private investment is coming to an end so they need the retail investors to keep the boondoggle moving