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Jason Moiron
jmoiron.bsky.social
did:plc:elhwlhixtok6gk3q62r6mrcz
There aren't a ton of 300MW capacity datacenters w/ a quarter million Nvidia GPUs just lying fallow.
Seems very plausible that the recent cuts in service were a result of lack of capacity rather than structural flaws in the business model around inference.
2026-05-07T14:12:53.298Z