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Since their betting on AI integration, I'm guessing a good part of their spending will be on GPUs/Cloud. Specially if they go the PaaS/SaaS AI route.
by hu3 1y ago
Since their betting on AI integration, I'm guessing a good part of their spending will be on GPUs/Cloud.
Specially if they go the PaaS/SaaS AI route.
- hobofan 1y agoThe AI integrations are bring-your-own-key, so they have 0 GPU/AI-Cloud spend (outside of their dev/test work). For their Business (self-hosted) plan, they have essentially 0 cost per customer.