This isn’t an opportunity if Open AI is signing deals in a single year 2025 where it commits to pay a bigger number than the entire defense budget despite being deeply unprofitable. It’s a scam. The bubble makes it seem like it’s a good investment. And yes I do believe there are better investments outside the AI bubble.

“I do believe there are better investments outside the AI bubble.”

Then make them! I don’t have the confidence you have in this “scam”. For sure the valuations are inflated but I don’t think this infrastructure investment will be a waste.