| ▲ | layoric 3 hours ago | |
Hasn't there been a _lot_ of debt to buy up Nvidia GPUs? I follow this stuff somewhat closely and it feels intentionally confusing, so I've likely lost track. | ||
| ▲ | JumpCrisscross 3 hours ago | parent | next [-] | |
> Hasn't there been a _lot_ of debt to buy up Nvidia GPUs? I believe that's been concentrated at the hyperscaler layer, and subsided when the aforementioned private-credit scare reared its head. (I haven't heard a big datacenter debt deal announced in a while. Though of course that doesn't mean they aren't being done.) | ||
| ▲ | aurareturn 3 hours ago | parent | prev [-] | |
And we're still extremely compute constrained. We need more Nvidia GPUs, RAM, power. | ||