Outsiders are signing $50M B300 cluster deals with zero space or power lined up
andersonbcdefg · x · 2026-11-05
A viral post warns that people with zero datacenter experience—real estate guys, convenience store owners, crypto bros—are signing 128-node NVIDIA B300 cluster deals ($50M) with no space or power lined up, unlike Nebius or CoreWeave who secure deals before ordering. A replier jokes about just plugging B300s into a living-room wall socket. Supply chain bottlenecks are hitting weekly; deployments may barely come online at the last minute, but the market is getting weird.
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