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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Two weeks ago I said that there were likely millions of uninstalled Blackwell GPUs sitting in warehouses as there is neither the data center capacity nor the power to turn them on. Michael Burry is looking into it and it looks like he’s got evidence I’m right.
https://www.wheresyoured.at/the-haters-guide-to-nvidia/
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2025-12-07T20:57:35.830Z