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Ed Zitron
edzitron.com
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Every GPU installed in the USA that wasn‘t put there by a hyperscaler has been bought using debt, some of it collateralized by the same GPUs. It will, at best, take 3 years of 80%+ utilization to turn profitable, and that would be if they didn’t have billions in debt and constant scaling issues.
2025-09-05T04:56:53.505Z