Ouch, investment in GPU isn't a one off, you also need to invest newer generations (that naturally comes with a bigger price tag) to attract customers long term. How will this business ever become profitable before the bubble bursts? Show 4 replies

This is a nothingburger. Microsoft declining to renew a deal for 2023 A100s that power Bing because they want newer chips in house.

Oracle can re-rent them at spot at a higher price anyway.

Apparently a lot of market participants are too scared to be able to read today.