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Investors dump data centre bonds as AI borrowers face ‘Darwin moment’ (www.ft.com)
submitted 3 weeks ago by to c/technology@lemmy.world
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[–] 61 points 3 weeks ago*

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    [–] 30 points 3 weeks ago (2 children)

    https://archive.is/wWY2g

    The enron of enrons is finally enronning

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    • [–] 15 points 3 weeks ago (1 child)

    Well if you couldn't afford a home right now you could make a killing in buying up some of these debts, just make sure you get it insured.

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    • [–] 12 points 3 weeks ago

    It is time for these shit companies to go out of business.

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    [–] 11 points 3 weeks ago (4 children)

    Yet the market keeps going up.

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  • [–] 8 points 3 weeks ago

    2008 it was clear the market was going to implode, reporting came out by at least march of that year, around when I read about it. The mortgage market continued to boom, as the rich tried to offload their high end positions that were going to fall. (Their big scheme was to privatize social security, have the feds borrow 13 trillion or something, and force people to use investment advisors to put that money into the soon to fail market to allow them to cash out on a high note. Citizens would realize all losses but only keep up to 8% of any gains.) The Market didn't fall until September of that year.

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  • [–] 9 points 3 weeks ago (2 children)

    Does it?

    Reuters is reporting that Anthropic's Investor Day event a few days ago, where they showed their audited Q3 financials to investors, caused institutional investors to shift their sentiment and that they are being pushed to lower their IPO valuation target down from $2 trillion to $1.5 trillion.

    Coreweave is down almost 20% this week. Nebius is down more than 15%.

    Investor sentiment is shakier than it was a month ago. And for hype-fueled valuations, investor sentiment is a two-way street.

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    • [–] 3 points 3 weeks ago

    I’ve been waiting years for headlines like this

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    [–] 1 point 3 weeks ago

    Qwen is fine imo. Even a small model can be pretty helpful. I run a 27b on an old A6000 at work and have a 7b running locally on a home setup and both do fine with anything I throw at them. With the 7b, it can recognise that it's struggling with a particular task and offload to a heavier cloud model (azure foundry) This gives you good ROI for 99.9% of your inference and the ability to still complete big and complex tasks.

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