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When you realise that NVIDIA has lent out a lot more than 100B to customers to fund them buying chips and that most of those chips are still sitting in warehouses waiting to go into data centres (https://www.wheresyoured.at/wherere-all-the-ai-chips/), rapidly becoming obsolete, you'll understand why Jensen sounds so panicky at times in this interview
Gravity is a terrible thing to choose to fight against.