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.
This honestly wouldn’t surprise me in the least