My main takeaway from Anthropic’s S-1, AWS capacity being sold out thru 2027 and the AI-driven cuts at Barclays, Microsoft & American Express is that demand for AI is massive.
There’s a bubble due to not enough datacenter capacity to satisfy the current demand but this will work itself out in the long run.
@carnage4life with AI, I think there may be a big difference between ‘demand’ and ‘requirement’.