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OOTY00TYOO • today at 12:02 PM • 5 replies • view on HN

If we cant' build the hardware fast enough. Can someone explain to me why there's apparently 50% of the gpu and memory that hyperscalers buy sitting in warehouses due to lack of data centers? The hyperscalers are hoarding tech and can't even use it. It's ridiculous.


Replies

rhdunn • today at 12:50 PM

There are reports and rumours that NVIDIA are forcing the data centre companies to buy the GPUs upfront. Though there isn't a lot of clear evidence that this is the case.

[1] https://tech.yahoo.com/gaming/articles/did-nvidia-manufactur...

[2] https://www.reddit.com/r/Games/comments/1xdjbd1/multiple_rep...

[3] https://www.techradar.com/computing/gpu/is-the-gpu-stock-cri...

[4] https://www.businessinsider.com/amazon-nvidia-ai-gpu-data-ce...

IanCal • today at 12:15 PM

That depends on how long it’s sitting there, given they are two different things to manage it makes sense that you’d either have gpus sitting unused while a dc gets built or a dc sitting empty while you wait for gpus.

alansaber • today at 12:37 PM

They could probably rush them to production, but it's added logistics and would lead to the parts degrading faster.

dsjoerg • today at 12:49 PM

I dont understand how this comment connects to the linked research paper. Anyone?

idiotsecant • today at 12:23 PM

Because slowing down compute purchase is collapsing the hype train which is the same as death. Vibes are a wave that must be maintained or crash down onto reality.

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