Zuck admits his models are so mid he has GPUs to spare, market decides this means AI is over?
Meta spent $145B building datacenters to train a model nobody uses, ran out of things to run on them, and figured he'd rent the leftovers out like a Storage Wars unit.
Somehow the takeaway isn't "lol Muse Spark flopped," it's "sell every chip stock on earth." SOX down 6, CRWV and NBIS getting bodied, my SOXL doing numbers I won't be discussing.
Every other lab is paying over a billion a month for compute they can't even get. Zuck's got so much extra it's a garage sale. That's not a demand problem. That's a him problem.