On: Nvidia H100 GPUs: Supply and Demand

[latchkey]

I've been running large scale GPU deployments (>150k+), for years now... we are absolutely pivoting to this (yes, we took a bit too long).

But it is surprisingly hard to find investors who are willing to wait, even though we know that this stuff is going to last for decades.

username@gmail if anyone would like to have real conversations about this.