Is the AI buildout at risk?

“Even in the case that you had a real shortage... I don’t think it’s bearish for everyone.

Some of the people who built out a lot of existing capacity do really well.

For Nvidia and TSMC, it only really affects them if we get to the point where there’s so few data centers being built...

Right now the chips are still a big bottleneck. I don’t think it changes that much.”

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