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Joined 10 months ago
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Cake day: June 5th, 2025

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  • I think the supply chain issue is probably the most pressing out of all of them. The other points people have are either non-issues or a result of dropping usage hogs into existing electrical infrastructure. Infrastructure can be updated, though.

    Supply chain is different. There isn’t a supply shortage of chips, its that profitability dictates you should sell them to datacenters or adjacent industry. Unlike infrastructure where you can just build out more, adding more supply for chips just means you have more to sell to datacenters. Since the demand is there, end of day profits will always win.