Fernando Vidal
@fernavid
Cofounder @3F_Research. Mainly trying to post cool charts. PM $FCTE $RAA Try Caliban
Joined December 2012
763 Following 5.6K Followers
$NVDA comments on weak H200 demand align with rising availability in our data…Working theory is that demand for pre-Blackwell GPUs plateauing at current rental rates. Ultimately Blackwell remains the key rental market and is still very strong.
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