The biggest bottleneck in the GPU industry at the moment is not chips, CoWoS, or even power. It's credit.
Sharing some thoughts on compute markets, residual value, and where compute financing is heading. Substack link in the comments.
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The biggest bottleneck in the GPU industry at the moment is not chips, CoWoS, or even power. It's credit.
Sharing some thoughts on compute markets, residual value, and where compute financing is heading.
Substack link in the comments.
显示更多
