wafer(@wafer_ai):"The biggest bottleneck in the GPU industry at the moment is not chips, CoWoS, or even power. It's credit." our head of compute @gpugene on how uncertain GPU residual values shape lending terms and the capital required to bring new compute online. link to article in thread 🧵

wafer

@wafer_ai

Inference that Keeps Getting Better Wafer learns how your workload behaves and continuously optimizes the serving stack for better performance & reliability

参加 June 2025

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wafer@wafer_ai

2026.09.06 18:16

"The biggest bottleneck in the GPU industry at the moment is not chips, CoWoS, or even power. It's credit." our head of compute @gpugene on how uncertain GPU residual values shape lending terms and the capital required to bring new compute online. link to article in thread 🧵