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It seems there is now more and more skepticism regarding those huge $ flowing into data centers.

https://archive.ph/Nw4kK

Will there be in the end only one winner, Nvidia?

(Mhm, instead of my Nvidia puts expiring in 2027 I more and more think I should short the ones buying their chips.)

And of course Microsoft will be a winner, as they somehow always wiggle through, no matter how messy their products and how customer-unfriendly their philosophy:

- "WE own your PC and do with it what WE want! You complain about Windows growing ever bigger, lately again, with all those AI updates*, eating more and more of your HD? Buy a new computer!".

- "You use Windows Mail and intend to continue doing so? Sorry, Pal. Not any longer! We FORCE you to use the New Outlook instead [by redirecting you to that when you try to start any newer version of Windows Mail**] and all your emails and email account data from now on will go through our servers".

*If you are fed up by that, Google "Windows Remove AI" and you´ll find a script used by millions which removes all that BS (plus by doing so saves you currently up 9 GB HD space and in the future surely even more --- all of that is Windows AI only).

**Old versions like
windows-mail-and-calendar-16005-14326-21422-0
are still freely available and running.

Will there be in the end only one winner, Nvidia?

We're looking at a when-not-if for China taking control of Taiwan IMO, which is likely to have an extreme effect on NVIDIA and the entire tech economy. I can't see NV succeeding in diversifying their suppliers all that much from TSMC in the medium-term future. Maybe on a 15-20 year scale with investments comparable to "AI", except spent on chip fabs and supply chains in safer places.

(Imagine what the Former US economy might be like if these multiple-trillion dollar "AI" spending plans were targeted at infrastructure instead.)

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