@traskjd 50->1 has been the standard since 2025. Jensen doubled it 2 months ago (most likely to ease the pain from VR rack costs).
Why now
Thesis: Rack density tweak hints at AI cost pressure
Catalyst to watch: Nvidia product or cost disclosures
Main risk: Costs rise, margins compress
Why it matters
Comment on rack density and Jensen's changes hints at AI hardware cost and design shifts.
Details
@traskjd 50->1 has been the standard since 2025. Jensen doubled it 2 months ago (most likely to ease the pain from VR rack costs).
Sources
- x · 2026-09-26 02:58 UTC