Really nice presentation and a ton of useful info. It's hard to boil it down to a single reading though. One thing that would be nice is a bit of a comparison between what companies claimed to do vs what they're actually doing, like a sort of BS meter.
I find only the bottlenecks part to be useful, as you also disclose companies involved in producing the stuff that are a bottleneck for compute scale up. Cool project overall.
I don't think "the bubble is at risk of popping" and "hype is cooling down" are equivalent evaluations. By the time people start pulling out money, that is the bubble popping, and I don't think that would happen on a slow ramp but rather en masse.
You are right, one might happen before the other one. However it's impossible to measure when the bubble might pop, whereas looking at how much money hyperscalers and governments put into this might provide a quantitative metric.
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