The massive supply deals fueling the AI boom face significant uncertainty, according to a Wall Street Journal analysis. Long-term contracts for AI chips and data center capacity may not deliver expected returns as demand patterns shift and technology evolves rapidly.
Article URL: https://www.wsj.com/finance/the-massive-supply-deals-feeding-the-ai-frenzy-are-no-sure-thing-3a89ec09
Comments URL: https://news.ycombinator.com/item?id=48983833
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