GPU capacity

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 10, 2023 by Sarah Guo · across every show →

Everything said about GPU capacity, oldest first

Aug 10, 2023 negative
Assertion Not checkable as stated
Guo: Most major cloud providers are sold out of GPUs through April 2024
“Most of the large cloud providers are sold out for any scale for at least through April of next year.”
Sarah Guo Aug 10, 2023 ▶ 3:08 No Priors Ep. 27 | With Sarah Guo & Elad Gil
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