I’m not sure if it’s fully a bubble, or if the bubble is partly being used as a smoke screen to hide the upfront cost of redesigning computing infrastructure.

A lot of the time, I think AI is just the branding layer. The real goal is top-to-bottom SaaS.

Like, they’re letting these AI companies hold the bag for building datacenters which will then get scooped by various companies like microsoft and google to offer virtualized home computing through a client.