The equipment was all ordered to our individual spec. Our box is one of the most powerful they've shipped so far. For example, everyone else is getting it witho

The equipment was all ordered to our individual spec. Our box is one of the most powerful they've shipped so far. For example, everyone else is getting it without NVMe and we got it with 155TB. As for permission, look up 88 Fed. Reg. 73458. I (and every other CSP) had to sign multiple documents agreeing to those regulations. Both SMCI and I are taking them very seriously, especially as a CSP renting them out. I'll vet every customer personally. Neutral or not, from what I understand, there is no backlog for MI300x. You're either on the approved list or not and the entire list is spoken for. AMD knows every single business buying these chips right now, and they are carefully watching the orders ship out.