H100 Shortage Driven by Power, Cooling, and Talent, Not Chip Fabrication
ingliguori · x · 2026-08-22
The author shares an experience trying to buy an H100 GPU, facing an 8-12 month wait time amidst NVIDIA's soaring market cap. The post argues that the GPU shortage is not primarily about chip fabrication, but rather constrained by power infrastructure, cooling systems, and a lack of talent capable of optimizing these resources. The conclusion is that future winners will be defined not by who has the most GPUs, but by who uses them most smartly.
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