This validates everything I have been saying about Nvidia, their SPVs [neoclouds], how long it takes from "full production" to actual deployment in production DCs, including actually starting to use them (while in the meantime these GPUs stockpile and collect dust from the moment Nvidia starts to ship them).

And this is all you need to know about Nvidia, CoreWeave, Nvidia's relations with its SPVs, and the desperation of Jensen.