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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment
The problem is that "scarcity of GPUs and RAM" is being used as a proxy for "demand for AI".
It's a broken proxy; the scarcity of H100s is artificial.
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The problem is that "scarcity of GPUs and RAM" is being used as a proxy for "demand for AI".
It's a broken proxy; the scarcity of H100s is artificial.