3 ms·
128 to 210 WEEKS for power transformers. You can fab more GPUs in 18 months but the electrical infrastructure to run them takes 3-4 years and there are maybe a
by 7777777phil 8mo ago
128 to 210 WEEKS for power transformers. You can fab more GPUs in 18 months but the electrical infrastructure to run them takes 3-4 years and there are maybe a handful of manufacturers. Feels like the stories from the telecom fiber overbuild of 2000 except this time the supply chain can't even overbuild if it wanted to.