Not sure what you mean by time limit, but the challenge they’re facing is to IPO at just the right time to get the highest valuation and keep it up long enough for the private investors to cash out. Things like Anthropic/OpenAI financials leaking put a dent in this plan, as it could tank the valuation, but AFAIK it’s all financial black magic mixed with regular guesswork and playing chicken with each other in terms of if/when.
I can’t afford to buy RAM because RAM that hasn’t been manufactured yet has been sold to a company without the funds to pay for it, to go into a datacenter that is still in the planning stage.
People have been cautiously pointing toward mid-to-late 2027 for a while now, as that’s when a lot of the huge loans are coming due.
Wouldn’t people sell out like a bit before that then?
And wouldn’t people sell out before that then?
Etc.
Not sure what you mean. If you mean “cashing out”, that’s what the IPOs are for.
Is the time limit not up on those? (I really don’t have the foggiest about how big a part they play in the total valuation of it all).
But yes I meant selling off/cashing out.
Not sure what you mean by time limit, but the challenge they’re facing is to IPO at just the right time to get the highest valuation and keep it up long enough for the private investors to cash out. Things like Anthropic/OpenAI financials leaking put a dent in this plan, as it could tank the valuation, but AFAIK it’s all financial black magic mixed with regular guesswork and playing chicken with each other in terms of if/when.
A lot of the DCs have to be built, before they can go bankrupt. It is that stupid.
I can’t afford to buy RAM because RAM that hasn’t been manufactured yet has been sold to a company without the funds to pay for it, to go into a datacenter that is still in the planning stage.
I think conpanies like Oracle are on the hook whether those DCs get built or not.
Oracle is cooked already for sure.
Don’t get my hopes up like that.