3 ms·
Honestly I think it's more speculation than actual shortage. TSMC is a bottleneck sure, but the bigger issue is demand side FOMO. Companies hoarding GPUs withou
by HostingSift 7mo ago
Honestly I think it's more speculation than actual shortage. TSMC is a bottleneck sure, but the bigger issue is demand side FOMO. Companies hoarding GPUs without clear ROI, hyperscalers building for projected demand that may never come. Feels a lot like the fiber optics overbuild in the early 2000s.