@carnage4life maybe, but GPU parts are high CAPEX items with MW consumption and no use outside machine learning and scie...

@carnage4life maybe, but GPU parts are high CAPEX items with MW consumption and no use outside machine learning and scientific workfloads. When the AI bubble collapses those parts still need to be utilised enough to cover their depreciation and at a spot price which also covers the electricity bill. Having Core Weave and NVidia fund a lot (all) of the GPUs has offloaded a lot of the risk. Core Weave can go bankrupt and Microsoft just power those racks down until they can find a customer #ai