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We’ve spent the last couple of months deep in financing and coordinating our own B300 cluster deployment. Suffice to say buying, financing, deploying and monetizing GPUs is a wild process, so we figured we’d outsource our findings with ideas on improving this market. DMs open if…
the question of GPU longevity is not a question of burry vs coreweave we are using @Aravolta_X25 in our GPU deployment to observe depreciation with telemetry data 🤓 (we are also investors in @Aravolta_X25 ) look at that data 😍
There’s a debate happening right now about how long GPUs actually last. CoreWeave models ~ 6 years of useful economic life Nebius says closer to 4 years Google engineers report 1-3 years under heavy datacenter workloads And Michael Burry argues the whole market pops long before…
what is stopping your LinkedIn profile from looking like this? if it does i want to talk to you about networking optimization 🫶
something is cooking 👀 and it has >1 petabyte of raw storage capacity on 72 nodes with 8 B300s/node
Haven’t been home in awhile and totally forgot this was coming. Happy surprise @kellyjgreer @CrucibleCap
so let me get this straight. the largest infrastructure build of all time is happening to overcome decades of stagnation. the most successful company in the world is driving this build, making half a trillion dollars a year. and your plan, is publicly shorting this company?
atomic sphere advancements by AI is what will make it not a bubble and there are proof points unfolding if you look Amgen runs 30 predictive models and Lilly, Novo etc spinning up supercomputers to advance biopharm let us fight multi decade atomic stagnation with tokens
ai reshaping the physical world using intelligence to manipulate atoms with financing flows following in real time is the holy grail 🙏🏽 it’s wild to see the emergent frontier - as a sci fi enthusiast this is the future i was promised - let’s build it
after this post we’ve met with new + existing companies re: - agentic payments - aggregating market data for gpu hour quotes - new fiat based gpu backed lender - networking optimization software dm if you are optimizing orchestration, networking and compute fund flows
We’ve spent the last couple of months deep in financing and coordinating our own B300 cluster deployment. Suffice to say buying, financing, deploying and monetizing GPUs is a wild process, so we figured we’d outsource our findings with ideas on improving this market. DMs open if…
Irish national television filmed a documentary in my church about the prevalence of Catholicism in young Americans this morning. American faith setting the bar internationally, faith epidemic doomers rejoice
at this point it seems like autistic is a catch all heuristic for “unique but can’t totally explain why.” motion to drop autistic and actually think about what makes people unique
1 B200 hour is not = 1 B200 hour @OrnnExchange offer compute derivatives that account for this
This is a dangerous chart to take at face value. There are two important considerations that don’t seem to be addressed in this graphic 1. Offer data for these GPUs do not reflect the true transaction by costs. Almost all customers / tenants receive some discount on the sticker…
good read and agree with a lot in here. would twist the conclusion a bit - enforcing covenants and liens is a much better process when centralized, by nature. i.e. coordinating a collateral seizure (that can't be programmatically liquidated like coins in aave) is best done in a…
It seems like this use life debate is still going through the weekend. Not sure why. To be clear, there are many 5-year GB300 NVL72 contracts signed. The customer is committed. Five other things that cloud providers are considering when they calculate useful life:
I thought Satya's answer on why they paused datacenter buildouts in 2024 was potentially the most interesting part of the podcast "We're not in the business of just doing 5 contracts with 5 customers being their bare-metal service. That's a business for someone else" Ice cold
this is now the most important chart in the world
Completely agree. Sam Altman’s manifestly ridiculous $1 trillion of spending commitments shifted the AI investing landscape. The market is more skeptical now. Ironically makes an IPO harder for them. Also likely ended any potential for a 1999 style melt-up which is healthy.
the 4 year cycle is over having that dog in you is free and more important than ever
Building an AI cluster is complex; procurement, deployment, orchestration, insurance, offtake. For us, it’s simple: we finance once all the pieces are verified. USDAI is the last step of the puzzle before compute turns productive.
We’ve spent the last couple of months deep in financing and coordinating our own B300 cluster deployment. Suffice to say buying, financing, deploying and monetizing GPUs is a wild process, so we figured we’d outsource our findings with ideas on improving this market. DMs open if…
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