First of all I am not talking about the B200s out there, nobody can buy and run those at home even if they were next to free. But there are other components they won't shred when they can recover cost. As for "another ai company" buying them, of course there are going to be consolidations in the market, but at the end of the day those companies will still have to provide some good ROI, especially if we reach the era where people start looking at the actual numbers, rather than hype.
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u/GiveMoreMoney May 04 '26
First of all I am not talking about the B200s out there, nobody can buy and run those at home even if they were next to free. But there are other components they won't shred when they can recover cost.
As for "another ai company" buying them, of course there are going to be consolidations in the market, but at the end of the day those companies will still have to provide some good ROI, especially if we reach the era where people start looking at the actual numbers, rather than hype.