100x is on the low side. I don't think people understand the ongoing OPEX that we are talking about here. right now \~17% of all electricity generated in the US goes towards data centers. There is a reason why you can go on ebay and buy compute technology that is a few years old for pennies on the dollar. Efficiency is that important. To put this into context, data centers will throw out computers that they bought 3 years ago for 50K to improve the compute per watt by 30%. The cost of electricity is going to continue to march upwards at a rapid rate as the infrastructure needs to be completely revamped to handle this kind of compute needs. The hardware will be seen as a rounding error in comparison. I looked at purchasing a data center a while back. Turned it down even though they were practically giving it to me for free because of how much it was going to cost to completely redevelop the site for modern compute needs.

---

It’s like bidding on your own eBay item that you’re selling. … which is totally not allowed on eBay but on Wall Street, it flies.

---

I just happened to see about them being the Ebay of South/Latin America on a YouTube short 2 nights ago and checked their charts

---

The way Etsy and eBay did I am willing to bet $SHOP will follow suit with e-commerce slowing down and I got puts

---

QCOM calls printing balanced by EBAY calls.... What's todays ER play.. SQ?

---

eBay go down. Don't be a bitch.

---

Bye bye eBay puts

---

Hold eBay puts at open or sell for profit? Will it drop anymore?

---

The just delivered the 1st H200. The Blackwell will literally create the same issue probably even worse. Go on ebay and find an A100 80gb it's 18-24k used. Sorry, I beg to differ. But you're right they have increased capacity so that's where increased profits will come from. It's still not enough

---

Dash and Ebay please die harder, papa bought puts and wants to make up for all the poor decisions in the last couple of weeks

---