this post was submitted on 26 Oct 2026
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Technology
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Tech companies? Maybe Nvidia. But all the companies buying their hardware (on loans) are they actually making any money?
Tech companies are paying big money to people with AI skills because they know how to make it work well. Giving a finance bro Copilot won't amount to more than him automating email replies. But some one building out a fully automated CI/CD pipeline that deploys tens of thousands of instances globally for a SaaS company instead paying a team to maintain is where they get their ROI with AI. Backing that with crazy compute power allows them to do it faster.
All that circular investment is being counted as revenue in some legs of the loop
Yeah, same thing they did in the first dot com bubble in the late 90s. Who could possibly see this coming?
no, but convincing other rubes to give them more money.