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[–] 4 points 3 months ago (1 child)

AFAIK, it's not "confirmed", but there's supposed to be warehouses full of GPUs, RAM, and storage that were pre-bought for datacentre usage, but they still have nowhere to plug them in.

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  • [–] 3 points 3 months ago

    For last 5 quarters, Nvidia has sold much more GPUs than get installed. On 3 year depreciation schedule, 8xh200s are $1.50/hour per card just sitting there. B200s are $2/hr. (Nvidia changes network cable each generation). Very expensive to do what you are suggesting is happening, but only other explanation is smuggling into China, or secret sovereign/military purchases.

    It's also possible that they are lent to tier 2/3 datacenters in revenue share deals.

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