

I think they’ll shrink by half over a few years and revert back to the consumer market by repackaging all the hardware they couldn’t get the power and data centres built for. They’ll probably make a bunch of AI gadgets, then move on to the next thing.



I think demand is coming only from a small group of people, though; it’s definitely not the rest of the S&P 500, since they’re going bankrupt from it! lol