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Yes the article is very meandering. But near the end he mentions that the chips nvidia sold last three quarters alone would require about 15GW of electricity to
by rini17 10mo ago
Yes the article is very meandering. But near the end he mentions that the chips nvidia sold last three quarters alone would require about 15GW of electricity to actually run. But where are all the datacenters? And how long can this go on?
When the ground truth is someone keeps buying zillions worth of equipment from investors' money, but the chances to use it are slim, not to even mention getting some profit off it, there just has to be some fraud involved. Probably not on nvidia's side, but would not bet on it.
- NoPicklez 10mo agoI am going to assume those GPU sales are AI specific chips and not gaming cards. A lot of these data centers do seem to be being built with many more planned, either way Nvidia has sold the cards. I don't necessarily think there's fraud involved but simply a lot of demand, speculative or otherwise. Nvidia's financial statements are externally audited, their inventory is audited and their accounts receivable functions are also audited. I'd put a lot of faith in those audits.
- rini17 10mo agoWhole scheme is clearly unsustainable and will end with disaster. That some parts are thoroughly audited and trustful, is not whole picture. Why can't investors wait with buying AI chips until they actually have DCs and power supply ready? There will be improved ones next year.