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.
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.