Comment by jmalicki
7 hours ago
It's not that supply was actually infinite, but you didn't realistically have situations where you said "I want to buy GPUs for a data center" only to be told "there's a 3 year waiting list."
You might have two months after NVidia 3090s came out where they were short, but it is nothing like today.
Citation needed. Industries that faced multi year supply constraints in recent memory include: nuclear power, battery manufacturing, flagship commercial aircraft models, late-stage pharmaceutical safety certification, certain luxury cars, and more.
Fair!
At the same time, a lot of interest in this paper is specific to the AI industry (even if it's not only about that), and outside of high-end labor, the other constraints are new there.