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2 months agoSo, I get that the hardware is needed for training the models and that’s why the stock price fell. But it’s also required to run the models, and this news is only going to increase the supply of AI services. It seems to me that this isn’t a big threat to the companies that sell AI hardware.
If a retiree is holding significant stocks that they will need to liquidate soon, then they fucked up. It’s their own fault at this point.