I looked at 13 different providers for even 1 node of B200/B200s while I wait for my order to get delivered.
Zero availability.
Iβve never seen GPU capacity scarcity like this. Prices are also headed towards $6.50-7/gpu/hr. Expect inference to get more expensive.
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Open source models having near frontier capabilities at 1/10th of the cost of top closed models should be seen as a bigger problem for the proprietary labs.
But these labs have vested interests to keep raising, and to not highlight how strong the open source models are.