라쿤 덱스터 @raccoondaxter.bsky.social@bsky.brid.gy
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순환거래 이야기 나와서 말인데, 반도체 회사가 인공지능 회사에 투자하면 인공지능 회사는 그 돈으로 뭘할까? 간단함. 반도체 회사의 칩을 삼. 주식으로 치자면 서로 자전거래 하는 중이고, 이는 분명 실적을 부풀리는데 일조하고 있음

RE: https://bsky.app/profile/did:plc:22gl4rbpkgcoxytuhphhqofi/post/3m2wxngwvx22e

Mark Lemley (@marklemley.bsky.social)

And this: 92% of the growth in the entire country this year has been data centers. And some of that is "circular deals" that dont involve actual money https://fortune.com/2025/10/07/data-centers-gdp-growth-zero-first-half-2025-jason-furman-harvard-economist/

bsky.app · Bluesky Social

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