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Do they really need them tomorrow? Or everyone is locking in supply to ensure that they have the chips if the data center actually gets built in the next few ye
by i_never_listen 1mo ago
Do they really need them tomorrow? Or everyone is locking in supply to ensure that they have the chips if the data center actually gets built in the next few years?
- vannevar 1mo agoThis is a great question. Data center demand != AI demand. And chips sales at this point is driven by data center projects, not directly by AI demand.