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by irishcoffee
62 days ago
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Sorry, I meant at some point the current cards in he data centers will be obsolete, financially. They’ll be sold on the secondary market. Buying 8 h200s at $150 a pop will either be a real thing, or they all burn up and capex explodes again, which would be a death knell. Either way, the moat is about 7 inches wide. |
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