Mastodawn

I’m catching up on the news today and see that Nvidia forecasts $1T in GPU sales over the next 18 months. That is crazy. I don’t know how that works at any level.

Also on the nvidia news front, they are making a version of the gpu for orbital datacenters. Now I’ve been around for a long, long time and I’ve heard some pretty dumb ideas in that time, and I feel like orbital datacenters is at least in the top 10.

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The Doctor 5d ago

@jerry That says more about their prices, I think, than it does their sales.

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Farce Majeure 5d ago

@drwho @jerry also I think that plan involves recognizing revenue at time of sale rather than time of delivery?

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ROTOPE~1 ⭐️5d ago

@vathpela @drwho @jerry why wait for the sales department to hammer out a contract, when you could accrue the income right at the moment of "Altman and I were out doing shots, when we had a brilliant brainstorm"?

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Farce Majeure

@rotopenguin @drwho @jerry I guess I meant "booking" rather than "sale", but still I think it's signed on paper, just delivery might be years down the road.