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▲ echelon 2 hours ago

Then why am I having trouble getting the GPU capacity I need?

▲cowlevel 38 minutes ago | parent | next [-]

Most of the GPUs that have been sold haven't been plugged in because there isn't enough electricity in the world

▲tonyhart7 22 minutes ago | parent [-]

replace world with US

there is plenty of electricity in china

▲dofm 2 hours ago | parent | prev | next [-]

GPU scarcity is a really poor proxy for the health of the AI market. I don’t know if I should be surprised that someone so bullish about it doesn’t understand this.

▲The_Blade 2 hours ago | parent [-]

you should not be surprised. paper millions already borrowed against at stake

▲anonymous908213 an hour ago | parent | prev [-]

Did you read the OP? Because Nvidia gave money to people who aren't you, so those people could give the money back to Nvidia for GPUs. In other words they gave away all of their GPUs in exchange for stakes in startups, because they were betting that VC hype and the perception of high demand generated from doing so would be worth more than selling GPUs normally.