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michaelt 8 hours ago

You're right that fuel prices have risen. But usually the impact of fuel prices is mostly felt on bulkier, lower cost items first.

After all, a truck can carry a 10kg sack of rice, or a 10kg nvidia gpu. If shipping costs for 10kg rise by $15 the sack of rice has doubled in price, but the GPU is only 0.5% more expensive.

kube-system 8 hours ago | parent [-]

For a truck yeah, but across the ocean, it isn't quite that simple because GPUs and grains are sent in different types of ships (or different modes entirely) that aren't interchangeable.

michaelt 7 hours ago | parent [-]

You're right - perishable goods have to be shipped fast. Your bananas, berries, fresh fish, and not-fron-concentrate juice can't be on some slow-steaming container ship with the furniture, clothes, building materials and vehicles.

The GPUs can though.

kube-system 4 hours ago | parent | next [-]

Rice is a nonperishable grain. Grain ships in neither of those. Grain is shipped in bulk carriers

selectodude 7 hours ago | parent | prev [-]

And the GPUs are such high margin that they all take an airplane anyway.

kube-system 4 hours ago | parent [-]

That is other “different mode entirely” that exists to go across an ocean :)