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hirako2000 • yesterday at 8:26 PM • 1 reply • view on HN

It's also unclear whether those who approved those loans understand GPUs depreciation. In any case, progress in software but also hardware could bring chaos and ruin their house of cards.


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pessimizer • yesterday at 8:37 PM

> It's also unclear whether those who approved those loans understand GPUs depreciation.

This also assumes heavy utilization, though. If there's heavy utilization, it might mean they're doing well. If they're all spinning, it's time to raise prices.

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