But they are becoming more scarce while staying on Nvidia’s shelves buy-and-hold, or being leased back in some cases. They are not being installed by customers at anything like the rate the sales figures suggest. So yeah, these H100s will last a long time in the packaging.

Meanwhile, Meta is selling their spare AI data centre capacity.

Isn’t that what SpaceX is doing too? Selling spare compute while they work on their rocket side hustle.

Where are all these unused H100s sitting and where are the people who have been fired for buying them?