From the Hacker News thread
There is also a significant amount of accounting fraud happening right now, according to Michael Burry: x.com/michaeljburry/status/198791865010…... The comments to his tweet, if true, tend to say that the real lifespan of an AI chip tends to be around 1 to 3 years in reality, since racks don't cool down that well. Not sure if these commenters are a reliable source though lol. x.com/xdire_me/status/19879204249788377…