Looks like we have a bunch of start-up cloud companies who have money being thrown at them by god knows who buying thousands of H100s and other GPUs. These are

Looks like we have a bunch of start-up cloud companies who have money being thrown at them by god knows who buying thousands of H100s and other GPUs. These are all going to come online around the same time in early spring. I think we will see prices drop rapidly by June .