Hardware
AI bull reluctantly acknowledging some cracks in the story
AI bull reluctantly acknowledging some cracks in the story Over the past week, we are seeing some early cracks in our GPU availability data...not going to overreact but have to call balls and strikes.
AI bull reluctantly acknowledging some cracks in the story Over the past week, we are seeing some early cracks in our GPU availability data...not going to overreact but have to call balls and strikes...On net, bad combo w/ the Anthropic ARR miss.
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Source: Gary Marcus (X) | 2026-08-20