Post #3956947
2026-07-18 22:13 UTC
I’ll add that one thing I’m personally waiting to see is some sort of revelation about where all these GPUs Nvidia has been selling have gone.
The capacity isn’t there, there’s quite literally nowhere to plug all these GPUs in. The compute demand isn’t there, as Meta and XAI selling their idle capacity indicates.
So…where are the gazillion GPUs Nvidia has sold?
Replies (1)
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@prietschka@mastodon.social 2026-07-18 22:14
I think it clear there are warehouses full of shrink-wrapped GPUs gathering dust. This is, of course, video the “hyperscalers” don’t want anyone to see. But I’m sure some enterprising security guard could help the information-starved public out. Revelation of warehouses packed with unused GPUs would certainly shake the markets as it collapses the “demand story.” I can’t wait to see it.