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[–] 8 points 2 months ago (2 children)
  • [–] 2 points 2 months ago (1 child)

    On one hand it is an opportunity for CXMT to gain more market share. On the other when demand drops they will be left with excess capacity and that might discourage them from expanding.

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  • [–] 5 points 2 months ago

    People always find uses for computing power, and I expect running local AI models will only be getting more popular going forward. So, don't really see demand collapsing.

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