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AI boom combined with bottlenecks in foundry capacity and advanced packaging has created contango in GPU sales. Value of old H100 has gone up after sales. GPU
by nabla9 3y ago
AI boom combined with bottlenecks in foundry capacity and advanced packaging has created contango in GPU sales. Value of old H100 has gone up after sales.
GPU supply-demand curve is nowhere close where Nvidia would like it to be. Demand is so high that Nvidia would make at least 2X profits if it could sell 3X more GPU's. TSMC just cant build new fabs fast enough.
- Sponge5 3y agoI'd say this is the perfect moment to quote Taleb: "I've seen gluts not followed by shortages, but I've never seen a shortage not followed by a glut."
- gfourfour 3y ago[flagged]
- Jiro 3y agoI suggest you try buying some out of print blu-rays. Often there's enough demand to make the cost of used copies go sky-high, but not enough demand to make a new print run profitable. (This applies double to out of print video games.)
- dist-epoch 3y agoAssuming demand is more or less constant.
- narrator 3y agoThe used GPU market is also being driven likely by grey market sales to China as they are prevented from buying directly by export regulations. Some random ebay seller is not going to be checking if the person they are selling to is some sort of complex front for a mainland China based company.