SF Compute: Commoditizing Compute
Latent Space: The AI Engineer Podcast
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Navigating the GPU Cloud Market
This chapter explores the unique dynamics of GPU cloud pricing and user behavior compared to CPU services, emphasizing the price sensitivity of GPU customers. It discusses strategies for profitability, such as long-term contracts with major clients, and contrasts the business models of specialized providers like CoreWeave with traditional giants like Microsoft and AWS. The conversation reveals the complexities of the GPU market and the necessity for tech companies to adapt their approaches to maintain financial stability amid competing interests.
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