ySayde on Mythryl: “2025 the RTX PRO 6000 Blackwell was 8k. Now it's 16k. This isnt…”

Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them. www.businessinsider.com/amazon-220-b...

Ed Zitron@edzitron.com

Free newsletter: I estimate that ~50% of AI chip sales - $200bn to $300bn+ - are sitting in warehouses, with NVIDIA selling hundreds of billions of GPUs years in advance. Data centers take way longer to build than hyperscalers are leading us to believe. www.wheresyoured.at/wherere-all-the-ai-chips/

wheresyoured.athttps://www.wheresyoured.at/wherere-all-the-ai-chips/If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month. In return you get a weekly premium…

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