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With Retail Sentiment Soaring, Goldman's 1-Delta Desk Has A 3-Word Warning: 'Inference Cost Deflation'
"The key isn’t using less AI, but routing... the first instinct may not be to accelerate CapEx... it may be to pause and optimize."
Raccontata da
zerohedge.com
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The Market's Message Is Clear To Goldman's Pasquariello: "Those Cutting The Checks Are Going Too Far..."
...a basket of the core hyperscalers is DOWN 18% so far in June, which tracks as the worst single month for this cohort since the IPO of META.
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With Retail Sentiment Soaring, Goldman's 1-Delta Desk Has A 3-Word Warning: 'Inference Cost Deflation'
"The key isn’t using less AI, but routing... the first instinct may not be to accelerate CapEx... it may be to pause and optimize."
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Will 'Rampart' Wreck The Hyperscaler 'To The Moon' Narrative? Goldman 1-Delta Desk Deep-Dives
"...another piece of the AI stack moving onto the device.."