I suspect the runaway demand for software engineers in 2020 was more or less due to the Bigs trying to gobble up developer resources — they certainly don’t seem to have had an idea what to do with that labor. Now they are doing it with GPUs. This is not a functioning capitalist market.
NVIDIA seems to be channel stuffing, forcing Amazon and other customers to take early delivery. The argument that these things are "scarce" when you don't even have anywhere to plug them into is nonsense...unless NVIDIA is saying you NEED to take them now, or else. GPUs are stacked in warehouses.
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