According to Matt Garman, the Chief Executive at AWS, the market appetite for GPUs is unprecedented. He revealed that the cloud giant has kept every A100 unit in operation without retiring a single one, while the hunger for previous-generation processors stays remarkably intense. Matt Garman of AMZN revealed that the demand for GPUs is unprecedented. Because of this, AWS has retained every A100 GPU to date, without any decommissioning. Additionally, the demand for non-latest model GPUs remains astonishingly high. From my perspective, the field of artificial intelligence computing power is facing a structural supply shortage, rather than just a simple iteration of products. Older model graphics cards will not quickly exit the historical stage for this reason; the introduction of new graphics cards serves more as incremental supplementation rather than a mere replacement. If you are still worried about whether there is a bubble in the AI industry, there is no need for concern; the current situation is akin to the explosive internet revolution before 1995, with the peak in 2000 still far off.