GPU Prices
topic on 3 shows · 3 statements across 3 episodes
Latent Space 
the MAD Podcast 
the a16z Podcast
3 statements about GPU Prices, every show
Acharya: GPU Pricing Points to Infinite Demand and Constrained Supply
“And if you look at some of the underlying indicators, what they point to is essentially infinite demand and highly constrained supply, you know, things like B 200, which is a non sort of cutting edge GPU prices going up on a per hour basis. That is very strang…”
Bernhardsson: Lower GPU prices increase value of developer AI software
“If GPU prices were to crash, like the relative value of that software actually goes up. So like, I'm not necessarily sure that like a crash in GPU would be bad for us. I think it actually could be great for us because, you know, if GPU prices go down, there's …”
AI Inference Margins Will Rise While Consumer Prices Stay Low
“Margins are gonna go up for sure, but I don't know if prices will go up, because like, GPU prices have to drop eventually, right? So like, you know, like in the long run, I still think like prices may not go up that much but certainly margins will go up.”