5 ms·

This rests on a lot of assumptions that the published figures for "planned" datacentres, "committed" AI spend, etc. are irreversible. I suspect that at least so

by pxeger1 3mo ago

This rests on a lot of assumptions that the published figures for "planned" datacentres, "committed" AI spend, etc. are irreversible. I suspect that at least some of it is possible to back out of.

bandrami 3mo ago
That's true but then that's basically the end of Nvidia if that happens