The bigger correction will be in tech stocks that are overly exposed to datacenter investments to accommodate for ever rising AI demands. MSFT, AMZN, META they are all exposed
It's kind of silly. It's not like MSFT and the other hyper-scalers dont need the capacity build out for other reasons too. This should be an easy pivot if DeepSeek turns out to be as good as promised.
myth_drannon|1 year ago
voidfunc|1 year ago