kerman kohli
@kermankohli
founder @routemesh | researching & investing in ai/semis @siliconfrontr | a few rtx 6000 max-qs, too many dgx sparks and some b300s (soon)
Joined May 2010
1.1K Following 10.6K Followers
doesn't matter because jensen has booked out hbm and memory supply for years and everyone is broke when it comes to hardware manufacturing capacity from advanced fabs
We are nowhere near market optimum for flop efficiency. That NVIDIA GPUs can appreciate in price is a leading indicator that real competition hasn't showed up yet. To the degree you are racing to purchase and hoard compute at long timelines puts you at tremendous risk.
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