well the actual reason is obviously that companies love to lie through their teeth about what they're actually building. i should run the numbers again to make sure my assumption that nvidia's sales numbers are far too small for "AI data centers" to actually be a thing that exists is still correct, haven't checked in a while
@leo i havent done the numbers but even with the same constant revenue let's say to keep it simple 1 billion month 1 is 1 bil month 2 is 1 bil even when that doesnt increase, that still means the amount of products that have existed has doubled (+100%) i can see how companies just buying the same stock of gpu would mean they'd run out of space, cus a single data center can like only fit that many gpus before you have to build a new one
@illyBytes well the other argument is companies started claiming they were spending absurd amounts on constructing "AI data centers" very suddenly these data centers would only actually become operational if there was demand for them demand would presumably have to have risen similarly rapidly for this to be the case building a data center takes several years this implies there would be a period of demand massively outstripping supply. there is no indication i have seen that this actually happened
@leo like someguy in procurement literally added a 0 by accident, that would have happened with enough of these stupid startups spawning out of nowhere like silverfish in an portal room
@leo@60228.dev