conv.

← The whole story
AI
Ed Zitron: Microsoft misleading public on AI chip capacity, most GPUs idle

ZitronNVIDIA growth driven by speculative purchases, not actual deployment

1 Sep 22 10:35 AM · 3d ago · 2 posts · 2 sources · development 1 of 2

Zitron argues that NVIDIA's reported revenue growth is almost entirely the result of speculative purchases by hyperscalers and neoclouds that take years to actually install the GPUs, with most chips currently sitting in inventory that cannot be deployed.

Zitron: NVIDIA growth driven by speculative purchases, not actual deployment
wheresyoured.at

“NVIDIA's revenue growth is almost entirely the result of speculative purchases by hyperscalers and neoclouds that take years to install its GPUs.”

Ed Zitron

Ed ZitronEd Zitron Tech analyst and investigative journalistMicrosoft Cloud infrastructure providerNVIDIA GPU chip manufacturerSatya NadellaSatya Nadella Microsoft CEO

The whole story posts the bright band is this development · numbered dots are the others · click one to jump

Peak 2 pieces in one hour at Sep 22, 10 AM; 6 pieces over 4 days (1 article · 5 posts) Sep 22, 10 AM — 2 pieces · 1 article · 1 post — Hacker News 1, Mastodon 1Sep 22, 11 AM — 1 piece · 1 post — Mastodon 1Sep 22, 12 PM — quietSep 22, 1 PM — quietSep 22, 2 PM — quietSep 22, 3 PM — quietSep 22, 4 PM — quietSep 22, 5 PM — quietSep 22, 6 PM — quietSep 22, 7 PM — quietSep 22, 8 PM — quietSep 22, 9 PM — quietSep 22, 10 PM — quietSep 22, 11 PM — quietSep 23, 12 AM — quietSep 23, 1 AM — 1 piece · 1 post — Mastodon 1Sep 23, 2 AM — quietSep 23, 3 AM — quietSep 23, 4 AM — quietSep 23, 5 AM — quietSep 23, 6 AM — 1 piece · 1 post — Mastodon 1Sep 23, 7 AM — quietSep 23, 8 AM — quietSep 23, 9 AM — quietSep 23, 10 AM — 1 piece · 1 post — Mastodon 1Sep 23, 11 AM — quietSep 23, 12 PM — quietSep 23, 1 PM — quietSep 23, 2 PM — quietSep 23, 3 PM — quietSep 23, 4 PM — quietSep 23, 5 PM — quietSep 23, 6 PM — quietSep 23, 7 PM — quietSep 23, 8 PM — quietSep 23, 9 PM — quietSep 23, 10 PM — quietSep 23, 11 PM — quietSep 24, 12 AM — quietSep 24, 1 AM — quietSep 24, 2 AM — quietSep 24, 3 AM — quietSep 24, 4 AM — quietSep 24, 5 AM — quietSep 24, 6 AM — quietSep 24, 7 AM — quietSep 24, 8 AM — quietSep 24, 9 AM — quietSep 24, 10 AM — quietSep 24, 11 AM — quietSep 24, 12 PM — quietSep 24, 1 PM — quietSep 24, 2 PM — quietSep 24, 3 PM — quietSep 24, 4 PM — quietSep 24, 5 PM — quietSep 24, 6 PM — quietSep 24, 7 PM — quietSep 24, 8 PM — quietSep 24, 9 PM — quietSep 24, 10 PM — quietSep 24, 11 PM — quietYesterday, 12 AM — quietYesterday, 1 AM — quietYesterday, 2 AM — quietYesterday, 3 AM — quietYesterday, 4 AM — quietYesterday, 5 AM — quietYesterday, 6 AM — quietYesterday, 7 AM — quietYesterday, 8 AM — quietYesterday, 9 AM — quietYesterday, 10 AM — quietYesterday, 11 AM — quietYesterday, 12 PM — quietYesterday, 1 PM — quietYesterday, 2 PM — quietYesterday, 3 PM — quietYesterday, 4 PM — quietYesterday, 5 PM — quietYesterday, 6 PM — quietYesterday, 7 PM — quietYesterday, 8 PM — quietYesterday, 9 PM — quietYesterday, 10 PM — quietYesterday, 11 PM — quietToday, 12 AM — quietToday, 1 AM — quietToday, 2 AM — quietToday, 3 AM — quietToday, 4 AM — quietToday, 5 AM — quietToday, 6 AM — quietToday, 7 AM — quietToday, 8 AM — quiet 1–2
1–2Zitron: NVIDIA growth driven by…
Sep 23Sep 24yesterdaynow · 9:21 AM ET

What was reported 1 claim about this development

  1. 1 outlet Where're All The AI Chips?

    first by Mastodon, 3d ago

All 2 developments of Ed Zitron: Microsoft misleading public on AI chip capacity… →

Hacker NewsMastodon