In my opinion it's likely mostly pull forward demand. Companies are racing to buy as many chips as possible and hoard them. I already saw a few posts here on H

In my opinion it's likely mostly pull forward demand. Companies are racing to buy as many chips as possible and hoard them. I already saw a few posts here on HN from companies that threw down insane amounts of $$ on H100s and are now looking to rent out their excess capacity. I'm guessing we'll be seeing a lot more posts like that soon.