Midha: Nations place GPU orders 12 to 36 months in advance
Anjney Midha · AI Is Becoming a Regional Race · Jan 3, 2025 · at 16:36
Anjney Midha, General Partner at a16z, explains the lead times required for countries acquiring GPU compute to avoid falling behind in sovereign AI.
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“And that starts with them placing orders, 12 to 36 months in advance to take delivery of GPUs, because if you don't get in front of that line, it's over. You're getting it after everybody else, right?”
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