I'd bet there's lots of artificial figures going on in the market nowadays. AWS's usage increases, Amazon gains billions of market cap. That's based on AI usage of most companies. But in reality, this is not reflecting profit in MANY of those users. So eventually, when this starts to make no sense, there will be a drop of usage in the AI market. I don't think it has to be a "crash" per se. But it'll only make sense to drop for a while. Google's well positioned for this.
I'd bet there's lots of artificial figures going on in the market nowadays. AWS's usage increases, Amazon gains billions of market cap. That's based on AI usage of most companies. But in reality, this is not reflecting profit in MANY of those users. So eventually, when this starts to make no sense, there will be a drop of usage in the AI market. I don't think it has to be a "crash" per se. But it'll only make sense to drop for a while. Google's well positioned for this.