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AI is forcing Big Tech to do something it’s never done: Spend more than it earns, and Wall Street hates it (fortune.com)
submitted 2 months ago by to c/technology@lemmy.world
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[–] 16 points 2 months ago (2 children)

it's going to Nvidia, Samsung, Micron, western Digital. companies that make hardware components. those are the pickaxes in this story.

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  • [–] 5 points 2 months ago (1 child)

    Also maybe construction companies etc who build the data centres... They don't care if the centre is ultimately profitable... They're getting paid now.

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