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by vb-8448
20 days ago
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> Coreweave and Nebius think this is a great business model. It's irrelevant. > If their business model thinks they can make a profit doing it this way, why stop them? I don't think someone needs to stop them, but there are some legit questions that need an answer: - what happens to all these companies when growth decelerate or stop? - what happens to nvidia stock when it has to buy back unused gpus? - what are the risk that a sectorial financial crisis turn into a major economic crisis? |
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