The most important signal is actually that demand is far exceeding supply and th... | Hacker News

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		ai-x 4 days ago \| parent \| context \| favorite \| on: Apple is fighting for TSMC capacity as Nvidia take... The most important signal is actually that demand is far exceeding supply and there is no AI Bubble

Afforess 4 days ago [–]

Except this makes no sense. There isn’t enough power to run all these new chips, so the demand must be speculative, not growth.

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