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They are trying to compete in the segment of data center market where the shots are called by bean counters calculating FLOPS per dollar.


That's why I'm going to democratize that business and make it available to anyone who wants access. How does bare metal rentals of MI300x and top end Epyc CPUs sound? We take on the capex/opex/risk and give people what they want, which is access to HPC clusters.


A market where Nvidia chips are all bought out, so what's left?




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