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Prices of AI GPUs are going up across the board

While investors fear oversupply, the market signals the reality: there isn’t enough compute

Soon, a new wave of AI accelerators will hit the market (MI455X and Rubin NVL72)

Many power shells will be needed to meet this demand, and there isn’t enough

That’s why I’ve dedicated so much time to researching the companies that will solve this bottleneck

Mar 25
at
7:23 PM
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