Sorry, I meant at some point the current cards in he data centers will be obsolete, financially. They’ll be sold on the secondary market. Buying 8 h200s at $150

Sorry, I meant at some point the current cards in he data centers will be obsolete, financially. They’ll be sold on the secondary market. Buying 8 h200s at $150 a pop will either be a real thing, or they all burn up and capex explodes again, which would be a death knell. Either way, the moat is about 7 inches wide.