[_mlbt]

I think it will just shift away from relying on cloud providers for the underlying infrastructure.

[mr_toad]

If the big AI companies go under there could be a lot of cheap second hand H100s on the market.

[Havoc]

We’re very far away from H100 firesales. Pretty sure capacity is booked out for years in advance still so even if it is a bubble and pops they’re unlikely to feature on eBay