Did the 'can't keep it in his trousers' crisis actually give him the perfect way out?

r u saying there's potentially b200s sitting out there in warehouses that could be sold at 80%+ discounts ?

> In an August meeting, Huang belittled Kress for questioning the deals, calling her “a deer in the headlights”. To justify why Nvidia needed to financially backstop OpenAI and smaller cloud providers to keep buying its GPUs, Huang admitted that Nvidia was caught in a massive squeeze.

Are these two sentences related? Is it saying Jensen questioned her on the circular financing? Or was she questioning him? A bit lost on that

There seems to be some evidence of "GPUs sitting in warehouses awaiting to be plugged in". But it seems to be mostly/only Ed Zitron pushing the agenda that it's not as planned and that there is oversupply of GPUs.

All hyperscalers have in the last 2 months stated that they have more demand for AI computing (I guess GPUs & their own chips) than they can supply.

Nvidia might have been trying to spread the demand over more providers (neoclouds, and seemingly China) and provided financing to enable that.

It's not clear that this means there is an oversupply of reserved wafer capacity and Nvidia GPUs. But if datacenter construction slows down it might affect the GPU demand as they can't be plugged in.

Of course they were. They bought up literally as much as they could manage, because anything they didn't would be bought up by someone else. It's literally a use it or lose it market right now. This is not a problem. Just stockpile it.

I'm sure Nvidia would have no issue selling this "avalanche" if they just dropped prices a bit

We went with AMD for our $300k AI server, then after two months of delays were told it will be delayed another 10 months. Getting the same amount of VRAM from Nvidia remains out of our budget

Meanwhile "reasonably-sized" cards like a RTX 6000 Pro Blackwell or even a consumer RTX 5080 still trade for twice what they cost in January