Reposted by Tom Thorogood
Free newsletter: I estimate that ~50% of AI chip sales - $200bn to $300bn+ - are sitting in warehouses, with NVIDIA selling hundreds of billions of GPUs years in advance. Data centers take way longer to build than hyperscalers are leading us to believe.
www.wheresyoured.at/wherere-all-the-ai-chips/
wheresyoured.at
https://www.wheresyoured.at/wherere-all-the-ai-chips/
If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month. In return you get a weekly premium…