

I recall him mentioning it in March, and it wondering if it was just a case that the rate of installation of new compute was rising fast, and so these companies needed a big buffer of GPUs to make sure they had something to install. And so I expected that what we would see is that maybe these buffers of GPUs in warehouses would grow, but the installation rate would grow faster. But now that the numbers are in, it seems like the gap is widening in the opposite direction - warehousing is accelerating faster than the acceleration of installation of GPUs. Every month brings new absurdities.







I’m hoping that there’s eventually a massive glut of secondhand datacenter equipment for running local models.