to expand on that a bit. They are using secret H100s, therefore their capex claims are complete BS, therefore their API price is complete BS. CCP smuggled in our chips and is bankrolling a loss to shake the market. Pretty freaking smart tbh

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They claimed to have stock pilled them before the ban. Not that they didn’t use them at all. They just used less of them.

For what it’s worth.

I would bet they've continued stockpiling them.

Indeed.

What they claim….FYI

This honestly wouldn’t surprise me in the least