Comment Re:I Don't Understand The Story's Intent (Score 2) 60
I think they're trying to say that the GPUs will depreciate more quickly than expected and thus the expectations of their return on investment (on which the loans financing the GPU purchases) depend on will leave all of these major companies heavily in debt without revenue generation on the assets to justify their purchase in later years.
Conceivably, this could lead to bankruptcies and a chain of failures from companies like google and amazon, with a massive drop in stock value and a "too big to fail" problem for the US government again.
(This is me trying to explain the argument, not saying I agree or disagree.)