Comment Comment by JumpCrisscross > generally it's a commodityThe NVIDIA GPUs, HBM, land-use permits and power-supply agreements xAI nailed down are absolutely not commodities.I think xAI is a mess. But let’s call a spade a spade, they speculated on AI compute and they are currently right. parent JumpCrisscross 4 months ago
The NVIDIA GPUs, HBM, land-use permits and power-supply agreements xAI nailed down are absolutely not commodities.
I think xAI is a mess. But let’s call a spade a spade, they speculated on AI compute and they are currently right.