Erik believes buyers can obtain GPU capacity if they are willing to pay a sufficiently high price.

“I mean, like, Nvidia is delivering, you know, several hundred thousand Blackwells, you know, a month, right?”

“And, and I, I don't wanna say, like, the market is, like, a hundred percent efficient, but like, you know, in general, like, if you're willing to pay a high price Uh, you can get GPU capacity, right?”