Watched Ed Zitron on The Tech Report this week and one question stuck with me: where are all the chips?Even Microsoft's ...

Watched Ed Zitron on The Tech Report this week and one question stuck with me: where are all the chips?Even Microsoft's CEO has said they have chips sitting in inventory they can't plug in. My take - Nvidia can force companies to buy and hold, and the data centres can't get built fast enough.Should big cloud companies have to disclose how many chips are actually online?https://latentmirror.com/reflections/zitron-gpus-in-warehouses/#AI #Nvidia #AIBubble #DataCenters

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