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tjwebbnorfolktoday at 3:12 AM1 replyview on HN

There will, at some point, be a capex winter. Companies are splurging on a huge buildout and aren't going to buy GPUs at this rate forever.

That does not mean we're all going back to artisanally hand-crafting software. That's never going to happen.


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lelanthrantoday at 5:51 AM

Not sure what they are doing with the GPUs anyway, nvidia is on track to produce more GPUs than can be physically used, because the DCs don't exist, and won't for another 18 months, and the power plants needed likewise don't exist.

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