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Jordi Visser
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The AI Crash Is Over. Here's What Comes Next
The speed-crash low is probably in: the Qs rallied nearly 10% in four days, breadth broadened to multiple all-time highs, and factor volatility collapsed.Yet compute demand is accelerating, with B200 rental prices reaching just under $4 per GPU-hour and Visser reporting no instance of deceleration, while agents are already reshaping hiring.Future risk management centers on thematic breadth and factor volatility rather than generic index puts, while Bitcoin remains macro-supported but unconfirmed above the referenced level.