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Demand for GPUs is increasing overall. So it's very likely that AWS GPU demand is rising. AWS isn't the only company offering GPUs for rent so raising prices d
by aurareturn 10mo ago
Demand for GPUs is increasing overall. So it's very likely that AWS GPU demand is rising.
AWS isn't the only company offering GPUs for rent so raising prices doesn't make sense unless demand is rising faster than supply.
- candiddevmike 10mo agoThe only real visibility we have into the demand side (kinda) are spot prices, and those seem to be flat or decreasing for GPU instances. Surely if there was this crazy, exponential demand, spot prices would reflect that.
- lukeschlather 10mo agoI wouldn't say exponential, I would also say it's likely that Amazon is projecting demand to rise faster than it is. (But it is still consistently rising, and with demand rising they would prefer to overestimate than underestimate.)
- aurareturn 10mo agoLet's suppose that AWS is raising prices because demand is falling. Ok, so AWS has extra capacity they need to sell but they're raising prices. Customers move off and go to another supplier. AWS has even more capacity they can't sell. How does that make sense economically? Do you think AWS is somehow able to make more money milking their existing customers than to sell at supply and demand equilibrium?