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This is a sign of strain. The market will crash before the end of the year. @carlquintanilla.bsky.social

Keep in mind, this is why none of us can afford to upgrade our computers. RAM and graphics cards are astronomically expensive because these jackasses bought them all up, even though they clearly did not need them.

So do these depreciate as they sit around becoming outdated by the day or are they booked as something else? Seems like a chip becoming increasingly obsolete sitting in a warehouse deserves different treatment than that crate of unused packing peanuts that will literally outlast civilization.

remember miniscribe? :P

are they at least useful if a university or some research institution wanted to scoop them up to build supercomputers to run simulations or are they actually just worthless when not powering hyperscaler nonsense?

5090 discontinued because of this nonsense.

I don't think they're well suited for that either...

the silver lining is all those semiconductor production facilities they set up; they'll still have to pump out chips to recoup for all the enormous cap-ex they put into it

Worst part, I read about the GPU on warehouses long time ago, and now people are drooling because the new game decomp-recomp and fusing genres

Or that it never even existed. 💰🛁

lol theyre nvidia is creating hoarding conditions

Nvidia has done this for years in the consumer market, but we were always told the yield was so low on the high end chips. Shines a new light on what we were always made to believe.

Worked out great for the auto industry

Unfortunately they’re the kind of gpus that we can’t even use at home if they were somehow, let’s say, liberated.

Feels like a bubble

Or else what? Spend tens of billions on stuff you not only don't need but are literally unable to use or.... what? Three years from now you'll be at the bottom of the list for Vera Rubins? I pick that, then, but I guess I'm not smart enough to run Amazon.

Early delivery as compared to the last 3+ decades, where it could be as last as installation time plus 30 days. At least that's what an early employee at a global PC OEM explained it when I worked there for many years.

The AI industry is truly the human centipede of tech!

We really need a fox named robin these days

The worst part of all this is that equipment in those warehouses is useless for anything other than AI. You can't run games on them and the RAM is already soldered to them. It's not RAM sticks or video cards they are hording but AI hardware that uses all the same ingredients.

...take them now, or else...it all begins to crumble.

Yeah the seeming malaise around data center generated climate impact on the horizon is pretty mind blowing

yeah these things also rely on underpriced fuel

I would say it’s an obscene waste of finite resources. But do we really have any proof they were made and delivered and sitting in warehouses?

Almost guaranteed

So much high tech materials being wasted for no reason at all

If that's happening, the first place it would show is Nvidia's own 10-Q: accounts receivable and how many days it takes to collect. Chips shipped early but not paid early stretch that number.

Amazon is essentially acting as 3PL and doing it for free because they view compute as "gold". It's an investment in a physical good essentially.

Also it makes sense why China doesn’t seem to have problems getting them

@gamersnexus.bsky.social if you haven’t seen this yet

Since this is getting some likes, I wanted to follow up and double check my facts. It's Samsung and Micron putting the metaphorical gun to Valve's head. cambridgeanalytica.org/big-tech-sto...

Buy now or be left behind forever: AI is the future according to us, the company making the AI chips.

Would they decide to choose priority shipping to different customers on newer products if they said “no” or something like that?

youtu.be/UILzTTJHigw?...