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zardo • yesterday at 1:39 PM • 1 reply • view on HN

In this case, companies actually do have large inventories of GPUs they bought before they had datacenters to install them in.


Replies

arjie • yesterday at 4:43 PM

Is the idea that buying GPUs before you buy the datacenters is hoarding but buying datacenters before you buy the GPUs is not? Everyone would prefer to put all their capacity into play. Demand is so high that every marginal computer here is marginal operating revenue.

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