Is artificial intelligence a bubble? Oliver Curtis and Tim Rosenfield, co-founders of Firmus Technology, the company that wants to build the nation’s first AI factories, are blunt.
“We’re seeing more and more demand from our customers, and they’re locking in four- or five-, six-year contracts right now,” Curtis says. “To me, that’s not a bubble. That’s hard cash coming in to create new jobs, new investment over the long term. And I think that’s what’s getting missed here.”
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