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Hasn't there been a _lot_ of debt to buy up Nvidia GPUs? I follow this stuff somewhat closely and it feels intentionally confusing, so I've likely lost track.
by layoric 4mo ago
Hasn't there been a _lot_ of debt to buy up Nvidia GPUs? I follow this stuff somewhat closely and it feels intentionally confusing, so I've likely lost track.
- JumpCrisscross 4mo ago> Hasn't there been a _lot_ of debt to buy up Nvidia GPUs? I believe that's been concentrated at the hyperscaler layer, and subsided when the aforementioned private-credit scare reared its head. (I haven't heard a big datacenter debt deal announced in a while. Though of course that doesn't mean they aren't being done.)
- aurareturn 4mo agoAnd we're still extremely compute constrained. We need more Nvidia GPUs, RAM, power.