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I’m assuming this is visually just some racks in (probably) Azure data centers and is leased not owned.

This line makes me think this might be a physically-owned system:

>> Total mass of 3,291 kg (GPUs only; not counting chassis, system, rack)

That is also what I suspect. Otherwise where would they get two thousand H100s?

Maybe an AI startup that went under and the investors took the cluster?