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AI bubble update: 79% of companies say their GPUs sit idle at least half the time, yet most plan new AI platforms
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On one hand, we're gonna need a fuckton of Chinese remanufacturing workshops putting these server chips onto regular PC boards, but on the other hand they're all export-restricted so the Chinese are probably going to be keeping any that they manage to get their hands on. So either we're going to have to start a similar remanufacturing cottage industry in the West or we're fucked.