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Eugene Ye
@gpugene
ops & compute @wafer_ai
加入 March 2019
348 正在關注    1.6K 粉絲
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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