tphuang on X: "Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand. https://t.co/Wfj1pEk2qm" / X
To view keyboard shortcuts, press question mark View keyboard shortcuts Messages Home Explore Notifications Messages Grok Lists Bookmarks Communities Premium Profile More Post kristie! @kristiehuang Post See new posts Conversation tphuang @tphuang Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand. Same w/ Amazon & Trainium. I've said this many times now. The absolute compute per card should not be overvalued. You can achieve same w/ compute w/ more lower cost cards & get better performance through more memory + faster interconnect. On top of that, US data build out is facing logjam due to energy & supply chain issues. You can check the lead time on diesel generators & gas turbine. I overstated optical transceiver issues since the big time has hit supply chai
tphuang @tphuang Jensen is getting desperate. China is shutting off a major src of demand for Nvidia chips, transshipment to Chinese SOE DCs. I have pretty solid src that just 6000 out of 100k racks in Meta's Hyperion DC will be Nvidia cards. Google TPUs are supplying most of its future demand. Same w/ Amazon & Trainium. I've said this many times now. The absolute compute per card should not be overvalued. You can achieve same w/ compute w/ more lower cost cards & get better performance through more memory + faster interconnect. On top of that, US data build out is facing logjam due to energy
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