Comment by mmaunder

It’s hard to have a serious conversation about black swan events because you’re a fool until they happen. Anyway, if China invades Taiwan, which appears increasingly likely, the availability of GPUs will plummet. If this occurs in about 2 years, it will hit at peak AI (IMO) before supply chains have adapted to new extreme levels of demand. In fact peak demand may be a catalyst for invasion. Hoarding GPUs at this point may seem laughable, but having capacity during and immediately after an invasion will be a competitive advantage of note.