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Nvidia CEO heralds ‘inference inflection’ as next phase of AI boom, backed by $1 trillion in orders
(www.independent.co.uk)
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Sure buddy. Oil prices won't cause a sidden dip in demand. Yeah, as the AI hype slowly settles, demand will skyrocket. Private credit is shitting the bed but don't worry companies will keep over-investing in products that they know will become much more expensive. Sure.