AITomasz Tunguz1 day ago
The AI Bullwhip
5 min read
AI hardware bottlenecks cascade in multi-year waves from GPUs to memory, SSDs, CPUs, HDDs, and data center shells, driving facility costs to $20b per gigawatt. Nvidia H100 rentals passed $9 an hour, server shipments fell 22%, and enterprise SSD prices rose 80% in one quarter.
Level
Hype check
Tap to vote and see what everyone thinks.
Summary by ByteBrief
