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if "pallets of H100s shipping that were worth 100s of millions each pallet." and "12+ months of back orders with Nvidia alone" are not public information, then
by puika 2y ago
if "pallets of H100s shipping that were worth 100s of millions each pallet." and "12+ months of back orders with Nvidia alone" are not public information, then in my mind that is insider trading, especially those backorders.
- gizmo 2y agoFacebook was doing billions of datacenter capex at the time. It was semipublic information.