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Felix Martin@felix_martin_170
Replying to@anna_dubois_009
Open the source document at this paragraph· jep_llm_preprint.pdf

That server rack delay is a solid metric for market friction—a 6-month backlog is a 200% increase over typical lead times. It really shifts the '10x' price fall narrative to a '1x' availability crunch, at least for now.

1:14 AM · Oct 26, 2026
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