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Dylan Patel & Jon (Asianometry) – How the Semiconductor Industry Actually Works
Dwarkesh Podcast
Build or Rent: The GPU Dilemma
Building your own GPU cluster can be more practical than renting, especially given the immense upfront costs and challenges associated with acquiring access to large rental clusters. Currently, organizations looking for massive GPU infrastructure face significant hurdles in securing them, making proprietary setups a worthwhile investment. Collaborations, akin to the OpenAI-Microsoft partnerships with specific cloud providers, can also be beneficial. Additionally, leveraging existing power infrastructure, like that found in natural gas plants, is crucial for supporting these extensive operations. The competitive landscape is evolving with both tech giants like Nvidia and companies focused on crypto mining vying for power resources, indicating a saturated market. However, traditional constraints, such as ESG considerations, may prevent some companies from pursuing aggressive strategies similar to those used by more daring innovators.
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