quote: Receipts from November 2024.
@gregosuri said hyperscalers would end up with GPUs they couldn’t power. Business I | Hanami
quote: Receipts from November 2024.
@gregosuri said hyperscalers would end up with GPUs they couldn’t power. Business Insider just reported Amazon has warehouses of them — sites with room for more racks but not enough power to turn them on, and no clear forecasted path to installing them.
He also said in Feb 2025 that everyone would be talking about the energy crisis in two years.
Somewhere right now there’s a startup that can’t get an H100, and a warehouse full of them that nobody can plug in.
That’s not a shortage. That’s an allocation failure — and it’s the exact problem @akashnet was built for. An open marketplace where any provider with powered, idle capacity can list it, and anyone who needs compute can rent it. No queue, no allocation meeting, no waiting on a substation.
$AKT #DePIN #DeAI #Web3 #GPU @akashnetAI | 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