Matt Dratch(@DratchCap):To anyone worried GPUs are "sitting in warehouses" or fwd-ing tweets about it, thank you! It is good to know who is who in the zoo. And thank you to Ben for getting it right below.

2026.10.20 20:57

To anyone worried GPUs are "sitting in warehouses" or fwd-ing tweets about it, thank you! It is good to know who is who in the zoo. And thank you to Ben for getting it right below.

Ben Bajarin@BenBajarin

2026.10.20 18:02

I talked to a friendly, from a major hyper scaler, on the GPU order to install lead time (per people freaking out some are ordered and not installed) and the lead time is and always has been a range of one to two quarters. Given data center timing (they call this staged integration) the supply chain is notoriously difficult to manage across compute, cooling, power, etc. Any concern of GPUs waiting to be energized is a nothing burger and is totally detached from the reality of supply chain management, especially that of semis. We remain early in the adoption cycle for AI, we need a lot more compute, and the demand profile only increases to rise. Hope that helps :)