this post was submitted on 16 Nov 2024
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I am surprised none of the analysts even mentioned recent reports about LLM development hitting a plateau or even the possibility of lack of revenue generation impacting demand for AI computer hardware.
That being said these types of investments have a long lead cycle and it is possible that Nvidia is basically booked for the whole year. I wonder what the rules are around order cancellation. I am assuming buyers do not want to piss of Nvidia even there are no legal obligation to go through with a purchase.