AMD strictly moderated (AMD)

[spokeshave]

A semico building millions of dollars worth of inventory
for delivery to a customer in two years? That is even more
preposterous.

Just to be clear, and in case you missed it, the processors will not be delivered in two years, the installation will be complete in two years.

There is a not-so-subtle difference. ORNL has already begun building the infrastructure, and Cray has no doubt started building the system.

Its an academic discussion anyway. I based my opinion on my first-hand experience with contracting at ORNL. They do not buy vapor. You can fill in the blanks regarding the state of the necessary inventory with whatever fantasy that best suits your needs.