what happens with NVidia?
by HumanRobot 
, Cybertron, Monday, June 01, 2026, 14:39 (7 days ago) @ Pat
How many millions of Blackwells are sitting in warehouses? Is there enough data centers to keep up with the demand to generate the income the AIs and Nvidia need to?
--
Freeman's got so much riz they need to call him Aura Parseghian
Complete thread:
- so it begins -- Antrhopic files for its IPO -
HumanRobot,
2026-06-01, 11:30
![[*]](themes/default/images/complete_thread.png "Open whole thread")
- Today's single AI data point. - nedhead, 2026-06-04, 05:38
- I think anthropic is the clear leader -
Mark,
2026-06-01, 18:47
- They may very well be the leader -
HumanRobot,
2026-06-02, 06:37
- "sustainably profitable businesses" -
beattherush,
2026-06-02, 13:26
- I'm convinced this is going to take down Oracle -
HumanRobot,
2026-06-02, 13:31
- OpenAI going under may well drag many down with them -
beattherush,
2026-06-02, 13:41
- I’m convinced Nvidia is in doo doo too - HumanRobot, 2026-06-02, 14:19
- OpenAI going under may well drag many down with them -
beattherush,
2026-06-02, 13:41
- I'm convinced this is going to take down Oracle -
HumanRobot,
2026-06-02, 13:31
- "sustainably profitable businesses" -
beattherush,
2026-06-02, 13:26
- I think they have the best product right now -
Charles,
2026-06-01, 22:10
- No way. Avoid copilot at all costs - Mark, 2026-06-03, 09:47
- Agree with a lot of this.
![[ [ No text ] ]](themes/default/images/no_text.png "Empty posting / no text")
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beattherush,
2026-06-02, 13:28
- I believe Copilot is just the connector -
Jay,
2026-06-02, 08:37
- Interesting. I hadn't played around with it in a while - Charles, 2026-06-05, 14:03
- It feels like a solution in search of a problem right now -
Jeff (BGS),
2026-06-02, 08:31
- My experience hass been that -
ReginaldVelJohnson,
2026-06-02, 09:14
- it's a magnifying glass -
Pat,
2026-06-02, 10:13
- Completely agree - Charles, 2026-06-05, 13:59
- it's a magnifying glass -
Pat,
2026-06-02, 10:13
- My experience hass been that -
ReginaldVelJohnson,
2026-06-02, 09:14
- They may very well be the leader -
HumanRobot,
2026-06-02, 06:37
- They make a commodity. - domer.mq, 2026-06-01, 17:42
- Am I wrong in thinking this a bad sign for their business? - Jeff (BGS), 2026-06-01, 15:04
- it will also be interesting -
Pat,
2026-06-01, 14:05
- Semi AI related - Has anyone seen RAM prices lately? - hobbs, 2026-06-01, 18:10
- what happens with NVidia? -
HumanRobot,
2026-06-01, 14:39
- if I could predict that -
Pat,
2026-06-01, 15:00
- I don't think it's NIMBYism if -
Regular Joseph,
2026-06-01, 18:40
- perhaps a new term is warrented -
Pat,
2026-06-02, 10:20
- Also, DCs are just another way that the ultrawealthy are - BillyGoat, 2026-06-02, 11:40
- Exactly. My daughter is going on a summer service trip -
BillyGoat,
2026-06-02, 07:39
- another way to look at it - HumanRobot, 2026-06-02, 08:00
- I certainly don't want it in my backyard -
HCE,
2026-06-02, 07:04
- I would also challenge the idea that people have a choice -
Regular Joseph,
2026-06-02, 15:00
- JP2 did something about the internet & media back in 2005 - Jay, 2026-06-02, 15:05
- "Guzzling water" is overstated -
beattherush,
2026-06-02, 13:34
- 2 to 8 million gallons per day, according to the agreement -
HCE,
2026-06-02, 13:58
- That's a big center then -
beattherush,
2026-06-03, 08:04
- You make an excellent point about golf courses... -
Regular Joseph,
2026-06-03, 18:20
- You make an excellent point about golf courses...
- That's a big center then -
beattherush,
2026-06-03, 08:04
- 2 to 8 million gallons per day, according to the agreement -
HCE,
2026-06-02, 13:58
- I would also challenge the idea that people have a choice -
Regular Joseph,
2026-06-02, 15:00
- perhaps a new term is warrented -
Pat,
2026-06-02, 10:20
- I don't think it's NIMBYism if -
Regular Joseph,
2026-06-01, 18:40
- if I could predict that -
Pat,
2026-06-01, 15:00