Buy the Rumor; Sell the News
Dave FriedmanA semi-daily report about the practical, real-world applications of AI, with a dash of speculation
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 573 | Founded | 6 years ago | Last Issue | 19 days ago |
| Active | |||||
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A GPU-Hour Isn't a Commodity If You Need Four of Them
Please see relevant disclosures here.
I recently surveyed1 GPU rental prices on Vast.ai, the compute rental marketplace. An H200 rented for about $3.93 per GPU-hour. Without knowing anything else, it looks pretty straightforward. Yo...
Closed Source AI Models are not Trojan Horses
Please see relevant disclosures here.
Satya Nadella recently warned that companies buying artificial intelligence may be paying twice: first with money, and then with the proprietary knowledge they must reveal to make the AI useful....
The Compute Market has Multiple Views on Future Compute Prices
Please see relevant disclosures here.
The compute market has many different forward curves, none of them public. These curves live inside confidential, multiyear contracts between infrastructure providers and their largest customers...
Compute Futures Won't Make Compute Fungible
Please see relevant disclosures here.
Compute futures have a standardization problem. An H100-hour in Virginia, delivered as part of a large InfiniBand cluster under a twelve-month commitment, is not the same economic good as an int...
CoreWeave Piles on More Debt
Please see relevant disclosures here.
Fitch assigned CoreWeave’s proposed $2.6 billion senior secured delayed-draw term loan, DDTL 5.5, a ‘BB+’ rating with a Recovery Rating of ‘RR2’ this morning. It affired CoreWeave’s Long-Term Is...
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