Tag: #GPUEconomics
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Infrastructure Is Eating the World: Circonomics and the Cult of “Bigger Is Better”
TL;DR: The market’s trillion-dollar AI boom is built on one assumption: whoever spends most on infrastructure wins. DeepSeek briefly exposed how fragile that belief is, and how quickly the system could unravel if it’s wrong. It could happen again. On the last Monday of January, markets lost over a trillion dollars in value. Nvidia alone…