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“Six-year-old enterprise silicon usually depreciates toward scrap value, so an A100 rental price increase shows physical compute supply still trails software demand.”

“Strategic posturing in the AI race means nothing if a country cannot secure the actual processors required to train the models.”

“Blocking top-tier H200 and B300 enterprise chips didn't kill Chinese demand for Nvidia silicon—it just redirected $35B of hyperscaler capex into 84GB workstation cards that Nvidia doesn't have the fab allocation to build.”