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This isn't a bubble
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this post was submitted on 10 Oct 2025
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Do they actually use KW as a measure in these circumstances? Might as well add the equivalent to resistance heating strips in their chips.
All of these datacenter deals are announced in GW. not in gpu units or gpu maker revenue. It's part of the fuckery in deal disclosure, as definitely the GPU provider DGAFs about any of our power problems, and certainly some price per GPU is what they negotiate on.