Post

Ed Zitron
@edzitron.com

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…
redstormpopcorn
@wasteof.technology

Sell them to who? None of the hardware involved here is compatible or usable with consumer equipment.

0 reposts25 likes

discretespace.bsky.social
@discretespace.bsky.social

Most likely they would part them out. If this whole thing comes crashing down, there will be shops (and maybe NVIDIA themselves) that would be willing to chop up these boards for PARTS (RAM/GPU/etc) and create something that works. Really depends on how far they crash.