This sounds *exactly* like WorldCom warehousing Nortel gear, to fool Wall Street analysts, to maintain the illusion of growth. It worked until it didn't...

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Free newsletter: I estimate that ~50% of AI chip sales - $200bn to $300bn+ - are sitting in warehouses, with NVIDIA selling hundreds of billions of GPUs years in advance. Data centers take way longer to build than hyperscalers are leading us to believe. www.wheresyoured.at/wherere-all-the-ai-chips/

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NVIDIA seems to be channel stuffing, forcing Amazon and other customers to take early delivery. The argument that these things are "scarce" when you don't even have anywhere to plug them into is nonsense...unless NVIDIA is saying you NEED to take them now, or else. GPUs are stacked in warehouses.

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normally acts want to be on a playlist, here they’ll ask to be taken off it

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"It was very good of God to let Mr. Tice and Ms. Oakeshott marry one another, and so make only two people miserable and not four." (As Samuel Butler nearly said)

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