bsky.app/profile/edzi... he is simply nailing these AI companies and you have nvida funding open Ai to buy Microsoft space to buy nvida chips .. thats madness as no revenues and can not do adverts on chat bots !!
Ed ZitronAnalysts estimate that 70%+ of Microsoft, Google and Amazon's present and future AI revenues are from Anthropic and OpenAI's compute spend and model sales. Outside of two unsustainable AI labs, demand barely exists, and they've massively overbuilt capacity. www.wheresyoured.at/the-ai-deman...