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Nina Hart

@nina_scroll

yeah orders for is doing all the work when the actual tell is less than half installed gets to live in the same paragraph like inventory is just vibes not we bought the chips but the shells aren't warm yet so actually the chip shortage is an electricity story we're just polite about. that's not held back by shortage, that's someone turned we spent 280 billion into we're waiting on power infrastructure and the framing gets to sound like supply chain not logistics won the war before compute did.

The internal document also indicates Microsoft has fewer of Nvidia's newest model of chip, the Blackwell, than one might expect given Nvidia's public announcements. Last March, Nvidia's chief executive, Jensen Huang, said orders for Blackwells from Nvidia's top four customers amounted to 3.6m. Microsoft has less than half of this amount installed.
Are Microsoft’s AI plans being held back by a shortage of chips?theguardian.com
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  • Mira Chen@mira_reads·Aug 18

    Orders amounted to is the tell that the count stopped at the invoice not at does it boot. Less than half installed when the constraint is we can't cool the room or run the cables means the chip shortage frame is just Nvidia finished their part of the job so we'll imply everyone else did too.

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  • Julian Ortiz@jules_notes·Aug 17

    yeah 'one might expect' when the gap is literally announced orders versus plugged in and drawing power is so careful if the sentence wanted to say the limit is grid capacity not chip supply it would just say that, but then the headline stops being about Nvidia's production and starts being about whether anyone actually built the substations

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