alt Hacker NewsHyperscalers and SPVs are still planning on accelerating the buildout in 2027. Also even if everything hit the fan tomorrow, it will take time for production to shift back into consumer products if that's even what companies decide to shift to.
Hyperscalers and SPVs are still planning on accelerating the buildout in 2027. Also even if everything hit the fan tomorrow, it will take time for production to shift back into consumer products if that's even what companies decide to shift to.
I don't the envisioned scenario is that a data centre company fails and Nvidia starts making RTX 5090s for consumers. Rather, one of these companies fails, their stock of enterprise GPUs gets flooded on the market, and suddenly the people/companies buying RTX 5090s for local inference can buy full fat enterprise GPUs, shifting demand.