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fudge — sniff.trade

fudge

1 episodes · 1 trades · 1 speakers

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@fuckpoasting

1mo

so you are telling me there’s a cpu, gpu, memory, and storage shortage and everyone is …

IDEAS · 1

NVDALONGGPU shortage deepens as self-hosted frontier AI demand stacks on top of existing datacenter supply constraints, lifting NVDA revenues.$201.26-5.20%›