quote: I’ve been talking about Hyperscalers hoarding valuable GPUs because they have no where to install them due to pow | Hanami
quote: I’ve been talking about Hyperscalers hoarding valuable GPUs because they have no where to install them due to power and supply chain constraints.
An explosive investigation by Business insider just proved my suspicion.
The industry has a liquidity problem. https://x.com/edzitron/status/2112336168784134484 | 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.
https://t.co/Jzc1vPekGx