Patrick Oonk 🇬🇱
@patrickoonk.net
779 followers 648 following 838 posts
Lifestyles of the rich and infamous 👶🇳🇱 📍🇫🇷 Every night with my star friends We eat caviar and drink champagne Misogyne onderdrukker van de arbeidersklasse. Geen prospectusplicht voor deze activiteit.
![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)
