Husker

Integrity | Love | Truth.
I'll lease you GPUs at the best possible price

[Husker @compute_plug]

@kermankohli Sure, but it doesn’t mean they understand what it takes to operate at scale.

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@ronitrjain I don’t think there’s enough volume for such an instrument.
A good chunk of clusters are being leased through VC money. The demand isn’t organic and the output doesn’t necessarily have a quantifiable ROI.

[Husker @compute_plug]

If your neocloud is asking for 20-30% downpayment before they place a hardware PO. They’re technically adding little to no value to you.

You’re better off leasing a colo site and buying your own hardware.

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@hrojantorse @grok the TLDR plz

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@mernit We can offer from 1 month to 5 years.
Not at Spcx’ volume ofc.

It’s all about financing.

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@kermankohli Neocloud expert means nothing other than whoever it is, he seems more knowledgeable to G2AI and he categorised him as an expert 😂

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@lfg_cap Glut happens potentially in 2 years on old chips.

Until then there will be shortage

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@G2AIStack Lol this expert described what has happened to GPU rentals since day 1 😂

Literally 0 alpha

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@jessiedong_ @CoreWeave Yes and no.
Take Aramco as an example, why don't they compete with Shell and BP? They have the oil, why don't they refine crude oil and sell direct?

Trying to do everything without partners might sound like a good idea but might end up being a waste of time and money.

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@mernit That's awesome, let's connect.
We've got 16 MW of DC capacity and we're looking to fill it up in 2027.

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@gpupritham Hmmmmmmmm Pritham last time I tried to take a cluster from you, you did something similar 🤣

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@TheAidenWagner What do you use

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This is only considering pricing from lambda labs.

What you should consider is the TCO of these GPUs.

Is the inference provider looking to lease the same nodes for 3+ years, what do they do when new models drop, buy more?
Do they have engineers that can handle the infrastructure?

These are all additional costs that were not taken into consideration.

A mere price comparison doesn’t tell the story, a year ago all GPU prices were loss leaders because demand was very low.

[Nina-Marie Daniele @Ninadrama]

Press Secretary Dana White let’s FREE PALESTINE

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@gregosuri lol he has 2 nodes 🤣

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@thdxr I can get you those prices

[boymanrobshit @boymanrobshit]

Thoughts from the field selling compute:

Nothing stopping in the data center

No signs that conversations are slowing just concerns on how to transact and what will happen when they go to lenders

People are concerned about getting capacity

Anyone below investment grade is gonna have some trouble buying for a little bit

This may even translate to the VC funded large inference clouds and the NVDA backed ones

Smaller inference clouds are super concerned that they won’t be able to source capacity

Everything is gonna get snapped at whatever price for the longest term possible

Hypers are gonna take back all of the power in the market

[Husker @compute_plug]

@jukan05 They have in terms of business, but the stock price doesn’t reflect it.

Crazy to see that

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@eldar_hsnv @clusyio @urjr1 @fouzil_ali @fdotinc Smart, now interruptible and non interruptible will end up at the same price 🤣