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WesolyKubeczekyesterday at 8:30 AM1 replyview on HN

I fear that the real reason we do have a shortage, I mean, the real reason for the demand, is AI companies scooping what they can so that their competitors, whether existing or incumbent, can’t get to it.


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tuetuopayyesterday at 9:29 AM

This was one of the theories behind the wafer buyout by OpenAI indeed. Pretty efficient way to make everyone panic and cut off of new hardware.

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