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They are using H100s as collateral for a loan to buy... more H100s. Sign of an AI bubble? Nvidia is the real winner here.


Seems like the start of a funny Matt Levine article in a few years.


>They are using H100s as collateral for a loan to buy... more H100s. Sign of an AI bubble?

Or signs of an exponentially accelerating technological singularity


True


Somebody has to make the shovels, right?


kinda TSMC / ASML




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