You may want to hold off calling a bottom for long time boss
Quoted @silicondata: Two chart updates in a two part 🧵
| Hanami
You may want to hold off calling a bottom for long time boss
Quoted @silicondata: Two chart updates in a two part 🧵
The LLM token index has not put in a bottom as we had previously speculated and has resumed its decline even as on-demand GPU rental indices (a signal of marginal demand and not where most of compute cost sits) continue to surge towards ATHs.