this post was submitted on 24 Oct 2026
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Definitely massive risk. They are giving away about $200-$400/week user credits for their Muse agent. Hardly anyone would need more than that, but it requires giving them credit card info. Massive competition being released in this personal agent space, just a few weeks after their rollout.
SpaceX is going even more nuts. Musk is a fraud supported by Zionist first political rule over US with support for his fraud, but 1.3gw of "spec" datacenters comming online in next 3 months is 5x the hourly gpu rental inventory in the US. BS goal about 10gw extra in 2027 is still gross overspending that makes everyone else go bankrupt from Nvidia price hikes. Grok and Cursor revenue combined still under $1b (last quarter). Zionazi circular financing for GOP corruption will starve rest of industry from access to capital.
IPOs are failing everywhere. UAE being forced geopolitically to bail out OpenAI with $30b, because they are out of cash. Coreweave needs $2b cash just to make it to end of year, but no one will give it to them. SpaceX in similar cash burn rate.
SpaceX and Meta are both building to just rent GPUs to desperate labs without firm contracts. All labs have separate plans. Coreweave gives massive discounts that force structural losses before impossible interest costs, and Nvidia's power to charge whatever it wants for delivery. Collapse is very near.
I can't wait to buy a video accelerator and hard disks for cheap again. So I can't wait for the AI bubble to pop. The only problems is that the whole economy will tank at the same time...
End of natural financing availability seems certain to collapse the sector, and a more cannibalistic attitude in finance can reset the industry into more concentrated ownership, while also eliminating rational financing appetite. Aggression by META and SPCX should cutoff hyperscaler circular financing that would assist their ambitions to surpass them, or diminish their other circular investments.
Still, a global zionist supremacist establishment needs to preserve itself with robocops. $30b from UAE, and feeding Musk's electoral spending is "bailout mentality" that most of congress will still want to protect. US military buying Spacex/Meta compute rental is the simplest bailout mechanic. So, rampocalypse hell will continue until morale improves, will have full establishment backing.
As someone with plans to work in the software dev sector, it's just bad news no matter what. AI turns out to be magic, no jobs. Industry crashes because of the bubble, no jobs.
Have you considered plumbing?
I doubt there will be plentiful fresh water either, in the former situation.
So wait. What is the story with coreweave. You mentioned labs desperate for gpu, and there very much is a shortage. Coreweave rents that. So they should be making miney handover fist.
Coreweave makes long term revenue deals before building anything, but they charge too little. They are forced to accept whatever price hikes Nvidia tells them to pay, and are running out of cash in next 2 months, with borrowing rates over 15% to get more cash. In last quarter, their average interest rate was over 8%, and even if they used a 10 year depreciation schedule, they would still have lost money.
When hourly GPU rental prices go up, coreweave doesn't make more money. They have tiny spot inventory. It is also a lie that there is gpu shortages, because if there were, there wouldn't be such rapid model releases. NVidia GPUs are only competitive at training, but if there were any genuine scarcity, new models would come out slower so that inference/revenue making could be prioritized.
Hm, so boring from tomorrow to make profits today is catching up with them. Guess I am not surprised.
I dunno about that rational to say there isn't a shortage. I know consumers struggle to buy GPUs, even when they are willing to pay a lot. And a buddy of mine works at a company where they couldn't get enough GPUs for their datacenter and were forced to rent from coreweave.
Sure there is scarcity in accessing Nvidia supply. Consumer GPU pricing is based on them not making any. There is abundance of GPU time available for training that explains the fast pace of new model version releases. Fast model releases also juice inference revenue as shinny new models get investigated, until next week something better comes along. The bottom line is that burning money on GPUs has plenty of GPUs available to burn it on. Labs would be releasing slower if there wasn't.