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Cake day: June 12th, 2025

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  • I wouldn’t say demand is high I would say demand is glitched and infinite. The AI bubble has gotten to such a scale where all the existing parts are already sold but even further they have sold parts that don’t even exist yet for datacenters which haven’t even started construction yet in order to satisfy a projected demand curve the sales people dreamed up in order to somehow promise a slight profitability of this entire mess.