We think tighter GPU financing is more likely to support rents than create a compute glut, because it slows new deployments while demand remains tight. (1/3)🧵
SemiAnalysis says tighter GPU financing would support rents, not create a glut
AISemiAnalysis says tighter GPU financing is more likely to support compute rents than create a glut. It argues financing constraints slow new deployments while demand remains tight.
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Original title: We think tighter GPU financing is more likely to support rents than create a compute glut, because it slows new deployments while demand ...