Most of the GPUs built in the past year are sitting in warehouses, just waiting for data centers to break ground and for electrical expansions to complete. And Nvidia can’t get China interested in buying their products in the Trump era.
There will be a massive glut of hardware soon enough. OpenAI needs $532billion in cashflow in the next 4 years to keep the “infinite money glitch” going. That’s not likely to happen unless AI makes some 10x value improvements for their customers in the next 1-2 years that we aren’t seeing now.
Most of the GPUs built in the past year are sitting in warehouses, just waiting for data centers to break ground and for electrical expansions to complete. And Nvidia can’t get China interested in buying their products in the Trump era.
There will be a massive glut of hardware soon enough. OpenAI needs $532billion in cashflow in the next 4 years to keep the “infinite money glitch” going. That’s not likely to happen unless AI makes some 10x value improvements for their customers in the next 1-2 years that we aren’t seeing now.