AI vendors
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 2, 2025 by Matt Bornstein · across every show →
Everything said about AI vendors, oldest first
May 2, 2025
Bornstein: Enterprise buyers force AI vendors into GPU cost-plus pricing
“In practice, I think most buyers are actually pretty sophisticated about what's going on under the hood. And to your point, they know it's like pretty simple stuff happening. And so what does it cost you to run all these GPUs? And we'll pay you some premium ov…”