Comment on Anthropic invests $50B in US AI infrastructureComments−1970-01-019moThe writing is on the (tomshardware.com) wall. Don't invest in AI. Invest in power, HDDs, GPUs, HVAC equipment, etc.https://news.ycombinator.com/item?id=45896707−throwaway813489mowhat are relevant stocks or indexes?−nateb20229moASML ($ASML), Western Digital ($WDC), etc.−bdangubic9monot sure I'd want to invest something that is on backorder for 2 years :)
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The writing is on the (tomshardware.com) wall. Don't invest in AI. Invest in power, HDDs, GPUs, HVAC equipment, etc.
https://news.ycombinator.com/item?id=45896707
what are relevant stocks or indexes?
ASML ($ASML), Western Digital ($WDC), etc.
not sure I'd want to invest something that is on backorder for 2 years :)