IMO there is overinvestment in compute and this will turn out to be a bubble. But all of the money was anyway just lying around doing nothing. An enormous amo

IMO there is overinvestment in compute and this will turn out to be a bubble. But all of the money was anyway just lying around doing nothing. An enormous amount of capital has been building since the 80's thanks to corporate profits. A small sector of the population is so rich they don't know what to do with their capital.