Comment by hirako2000
3 hours ago
It's also unclear whether those who approved those loans understand GPUs depreciation. In any case, progress in software but also hardware could bring chaos and ruin their house of cards.
3 hours ago
It's also unclear whether those who approved those loans understand GPUs depreciation. In any case, progress in software but also hardware could bring chaos and ruin their house of cards.
> It's also unclear whether those who approved those loans understand GPUs depreciation.
This also assumes heavy utilization, though. If there's heavy utilization, it might mean they're doing well. If they're all spinning, it's time to raise prices.
Only if utilization isn't at a loss. Right?