The issue is it feels like we came to a stop but Hyperscalers are simply waiting for Blackwell. That's all.
Why buy 100k Hoppers if 20k Blackwell offer the same compute so then it's better to buy 100k Blackwells right?
Backwell will increase cluster scaling easily by 10x performance and if you buy 10x of them then your compute on a cluster will be 100x than before. If it takes you to wait 6-12 months for that then so be it. You will easily make up the time in the end with the speed up.
Why buy 100k Hoppers if 20k Blackwell offer the same compute so then it's better to buy 100k Blackwells right?
Backwell will increase cluster scaling easily by 10x performance and if you buy 10x of them then your compute on a cluster will be 100x than before. If it takes you to wait 6-12 months for that then so be it. You will easily make up the time in the end with the speed up.