Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
No, it means NVIDIA has been producing potentially $100bn to $200bn of silicon for projects that are only completed years in the future, and that the current ai demand is likely a result of very little capacity coming online at all.
https://bsky.app/profile/flyingjay.bsky.social/post/3mvbhm445nn22
[contains quote post or other embedded content]
2026-09-11T21:13:42.469Z