John Kicklighter

@johnkicklighter

Market strategist · 20 years FX & global macro · Formerly DailyFX, StoneX The views I express here are mine alone and for informational purposes only.

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World & Business

Fears of peak AI chip earnings versus a bet on a lasting compute shortage

One post claims Musk will sell SpaceX compute entirely on the spot market despite fears of peak AI-chip earnings.

3 Sources, 3h ago, updated 3h ago

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Fears of peak AI chip earnings versus a bet on a lasting compute shortage

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Fears of peak AI chip earnings versus a bet on a lasting compute shortage