@MikeElgan Is there any information on lifetime of these data center racks and cost of replacement? How is Moore's law on these Nvidia GPUs? If this stuff is getting superseded within a few years, are their capex forecasts allowing for that? It seems like a fresh competitor with more efficient algorithms and new generation of hardware could kill here. More deep seek type events etc.

@GossiTheDog Glad I watched.. been wanting to do a ham fest lately, and found out there's one coming up in Monroe on June 21.