Reposted by Chernobyl Odinsdottir
Chernobyl Odinsdottir
@eightpointvalkyrie.bsky.social
799 followers 831 following 2.6K posts
Skyhold, 18+ only, Nazis Fuck Off. Old enough to be your mother.
Skyhold, 18+ only, Nazis Fuck Off. Old enough to be your mother.
![Last week, Fidelity Director of Global Macro Jurien Timmer said that “the [AI trade] has been dead money for more than three months,” citing that both token expenditures and GPU lease rates were all “flat to down,” citing specifically rental rates for H100 and A100 GPUs. While the counterargument might be that Blackwell GPU rental rates aren’t included, as I discussed last week, it’s questionable how many B200, B300, or other Blackwell chips are actually available for rent, as it appears that anywhere from $200 billion to $300 billion of NVIDIA’s sales since 2022 are sitting in warehouses or unplugged in data centers waiting for power.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:qc6xzgctorfsm35w6i3vdebx/bafkreic55kjnfwxrpfnbjdzdkirpagzjiphrech45puymvu64prqbmdcja)
