Opinions from the semiconductor industry.
It is a fact that NVIDIA is selling GPUs to datacenters and datacenters are being built one after another, but the business of generating AI utilizing the functions of those datacenters has not yet been able to monetize. When will this happen? Can it not happen? That is the concern = AI bubble.
I am not worried.
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Yoshi_777 : I don't understand the specific details of the services, but isn't Hitachi, for example, able to monetize them?
Kimihiko OP Yoshi_777 : Amazon and Microsoft are monetizing.
k0ta81r1 : If there is any concern, it would be the future laws and electrical utilities for AI.