Its by design, I swear. They don’t have anywhere to run any of this gear, its all piling up somewhere.
Either that or it doesn’t exist and what we’re seeing is price gouging based on hypothetical demand based off of “letters of intent” that aren’t actually worth the paper they’re written on.
I think its the latter.


Uhhuh so they’re tooling up to make devices for a company that wont exist soon for datacenters that have no power.
All that shit is going in the landfill and they will be desperately repackaging HBM into consumer products. Bet.