So dumb

    https://www.reuters.com/technology/amazons-cloud-unit-pauses-orders-nvidias-most-powerful-chip-ft-reports-2024-05-21/

    Posted by X_Y_Z807

    11 Comments

    1. Gunzenator2 on

      They kinda have to buy them. If they cancel, they may get moved down the list and some body else will buy them up.

    2. Cold-Permission-5249 on

      So instead of buying Hopper GPUs for AWS’ Project Ceiba, Amazon upgraded to Blackwell GPUs. Is this cannibalization? Sure, much like the newest iPhone cannibalizes the previous versions, but that’s not halting an order all together. I don’t see a reason to be bearish about this.

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