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April 2023
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BofA on AI comparison to the dotcom:
"Unlike the idle fiber of 2000, deployed AI infrastructure runs near 100% utilization, and even older A100/H100/B200 (2020/2022/2024 launch, respectively) GPU rental rates are up 12% -37% YTD, a sign of scarcity, not glut"
$NVDA $AMD $NBIS $GOOGL $MSFT $META $AMZN
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