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arjie08/18/20262 repliesview on HN

Do they choose? It’s just a standard enterprise hardware deal afaik. You go through an oem like supermicro/dell/hp unless you’re huge and somehow want to be an oem to yourself. To choose to be sold to is ultimately about being willing to spend the money. And you can negotiate more the more you buy. But nothing is special there.

AFAIK obviously and I have never bought something that large but friends have spoken to them about doing this and it’s just a matter of paying.


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Traster08/18/2026

Well clearly they choose, there's more demand for their GPUs than there is supply, so they have to decide somehow and the fact that the announcement of these deals frequently come with a plethora of weird funding/loan/guaranteed demand/exclusivity/bunlding, shows they're doing a lot more than just running a simple bidding process.

cyanydeez08/18/2026

He's talking about the circular financing part of these deals. None of them are paying cash up front.

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