The big GPU short and CrowdStrike’s path ahead [Video]

It was another big week for theCUBE, including the soft launch of theCUBE’s east studio at the NYSE.

That event and the “big GPU short” were areas of focus for theCUBE Research industry analysts John Furrier (pictured, left) and Dave Vellante (right) on the latest episode of the CUBE podcast. The big GPU short refers to the 2015 film “The Big Short,” which focused on Wall Street guru Michael Burry calling the housing market crash. There’s something similar going on right now with GPU, according to Furrier.

“I talked to a lot of people. They can’t get product,” Furrier said. “The Chinese can’t get access to the chips either. They’re doing the workaround with the chip ban and access to the GPUs. They’re going through Amazon Cloud and Azure, and they won’t sell it to them because there’s all kinds of stuff. So, a huge thing.”

The big GPU short and its implications

There might be all sorts of people grabbing all the GPUs and sitting on …