so this articke is discussing the exact tyke of companies that failed during thr dotcom bubble. no name comoanies that bought gpus because tgey thought having the infrastructure meant that people magically came to them but corporations are sticking with microsoft, anthropic, open ai, etc. (microsoft gives you access to all frontier models)
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AI bubble update: 79% of companies say their GPUs sit idle at least half the time, yet most plan new AI platforms | Spyke
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so this articke is discussing the exact tyke of companies that failed during thr dotcom bubble. no name comoanies that bought gpus because tgey thought having the infrastructure meant that people magically came to them but corporations are sticking with microsoft, anthropic, open ai, etc. (microsoft gives you access to all frontier models)