I actually saw the PCT chart the other morning. Lit up on a in “top of daily range” scan I have. I’ll ride with you OP
https://preview.redd.it/7u0aem7p3h8g1.jpeg?width=328&format=pjpg&auto=webp&s=a33fdf525e066d198c1c53c3950e1f59ed399717
> Google has created a group of top executives to decide how to allocate computing capacity, as it struggles to balance competing demands.
Because they have no idea how to make money with AI lol. If they did, they'd allocate most of the GPUs to the highest gross margin, most likely to be profitable segment and call it a day.