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IMHO: the “AI” bubble should pop this year, thanks to Trump. As the strait of Hormuz is sending oil prices sky high, the USA being a fully fossil fuel dependent nation and data centres needing power more than anything else, should do the trick. Even though markets have not caught up to the reality, the long term consequences of the oil price shock will be massive.
I don’t think data centers tend to run off of oil.
No but the power plants do.
The vast majority do not use oil. They use natural gas or coal.
Time to buy the dip! Suck up what little ram there is!
This video shows the reasons why the prices are staying almost the same. And the price will be down for RAM in about 2028. https://youtube.com/watch?v=2_6LNBYGT0A
To the moon!
Alice!