That’s a pretty hysterical outlook.
What’s Nvidia supply chain like with their AI GPUs? Is it constrained or is this a joke :p
What’s Nvidia supply chain like with their AI GPUs? Is it constrained or is this a joke :p
So, if by “hysterical,” you mean it is pretty funny and a reflection of the hype cycle, then yes. If you mean that I am being overwrought, I can assure you I am not. Even the hyperscalers do not have enough GPUs