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by MASNeo 252 days ago
I wonder if the buying customers of Nvidia are going to find the self’s left with the overcapacity. Certainly people are waking up to LLM challenges and as budgets focus more on useful applications, smaller language models, how much of that demand will remain.

Also, depreciation schedules beyond useful life of an asset may not be fraud but I’d call it a bit too creative for my liking.

Time will tell.