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I still didn't get forgiven for the delay of Blackwell.![]()
The delay of Blackwell is fatal as rumors of GPT-5 begin to circulate.
In the midst of concerns about the development cost of AI, it's impossible to force a bulk purchase of outdated H100. If you buy 5 H100 units or wait a little longer and buy one Blackwell unit, you can save money to buy a Blackwell unit.![]()
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まだ投資は3年目
投資は個別で現物一択です。
投資開始時から所有しているgoogleが最もお気に入り。
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