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avrionov | 3 months ago

It will affect Microsoft, NVidia, Oracle at least and many other companies which have deals with them.

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BeetleB|3 months ago

And when it does, the losses in their 401Ks will be due to the artificial gains they've been seeing in the last few years.

IOW, I don't expect people's 401K to dip below what it would have been had the AI bubble never existed.

avrionov|3 months ago

It depends how big is the panic. It could take down many companies.