I am curious about all these data centers being built. What are the chances AI can have a microchip moment potentially rendering them all useless?
This could be a black swan event that could wipe out a lot of investment and potentially destroy some very large businesses.
If this is possible, what are the mostly likely candidates?
In particular, I am interested in hearing from anyone who may be working on one of these candidates, even if it is still in RD and their opinion on how likely they are to succeed.
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