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Reselling raw GPU power means your competitors are able to extract more value out of it than you can. If that is not a failure for an AI lab, then I don't know
by grim_io 4mo ago
Reselling raw GPU power means your competitors are able to extract more value out of it than you can.
If that is not a failure for an AI lab, then I don't know what is.
- xp84 4mo agoI see it more like McDonald's can't produce burgers fast enough because of a meat shortage, but Burger King has their own supply chain that allows them to supply extra meat. McDonalds now needs to buy patties, possibly at a higher price than they usually pay, from BK just to be able to meet their burger demand. Is BK in a bad position? They get to run their beef plant at 100% utilization regardless of how good they're doing at marketing hamburgers, and they can use that money to keep improving their hamburger quality or marketing.
- grim_io 4mo agoThat's a weird analogy and also not fitting at all. Let's stay in the similar space and talk what it's really about: Imagine google builds 2 data centers and sells the raw compute(not services!) to AWS so that AWS can sell their service on top. What an embarrassement that would be.