[gargablegar]

That’s a pretty hysterical outlook.

What’s Nvidia supply chain like with their AI GPUs? Is it constrained or is this a joke :p

[TradingPlaces]

It is so constrained that companies are literally buying smaller GPU cloud companies.

So, if by “hysterical,” you mean it is pretty funny and a reflection of the hype cycle, then yes. If you mean that I am being overwrought, I can assure you I am not. Even the hyperscalers do not have enough GPUs