Why are the hottest items in AI boom in short supply?

"We have a good lead on 512 H100s that will come online in 4-6 weeks... If we have more than that much demand, we can probably find more H100s that would be delivered in about 8 weeks". This somewhat abstract post by the San Francisco Compute Group, a new project aimed at enabling entrepreneurs and researchers to get access to specialised computer chips in small quantities on a sharable basis, is being treated as a lip-smacking prospect in what is arguably the fastest-growing segment of the global tech industry - generative AI. And the H100s that the post refers to…