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GPUs "piling up" by the end of the year?
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Dec 31
37%
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Elon claims that people will "start getting to the point where they can’t turn the chips on for large clusters towards the end of this year. The chips are going to be piling up and won’t be able to be turned on."

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This has happened before with NVIDIA's Blackwell racks. Power hookups may be the limiting factor this year.

The wait list for gas turbines has gotten long.

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