Model Releases
just imagine what might happen if everybody was stockpiling GPUs at high prices for a demand that didn’t quite materialize….
just imagine what might happen if everybody was stockpiling GPUs at high prices for a demand that didn’t quite materialize…. So, look surprised: xAI, which is now part of SpaceX, stockpiled too many N
just imagine what might happen if everybody was stockpiling GPUs at high prices for a demand that didn’t quite materialize…. So, look surprised: xAI, which is now part of SpaceX, stockpiled too many Nvidia GPUs and had no use for them, because demand mostly goes to Claude, ChatGPT, and Gemini. Grok doesn't need much compute. Stockpiling out of FOMO? Oversupply? No shortage in actual GPUs? Another valid…
Source: Gary Marcus (X) | 2026-05-07