@Q5On5PdoG0PZCt0chhISFuXJMtd2
Dilip Pullela
AI stocks just had their worst day in over a year — and the selloff got the story backwards.
Demand isn't the problem. There isn't enough compute, not enough power, not enough data centers. The hyperscalers are spending about $800 billion this year, and more next year. Startups like ours are starved for tokens — we count them like money. And most big enterprises haven't even started.
Yesterday wasn't demand dying. It was a cleanup of leveraged funds, and a shortage of AI stack supply.
#Nvidia #Apple #Microsoft #Amazon #Alphabet #Meta #Tesla #Shorts
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