GPU Providers

topic on 4 shows · 4 statements across 4 episodes

Latent Space WTF is with Nikhil Kamath Sourcery All-In

4 statements about GPU Providers, every show

WTF Opinion
Staniszewski: Skeptical of valuations for GPU and inference providers built on NVIDIA
“It's all the, like, GPU providers that are built on top of NVIDIA that, like, help you get Effectively inference capacity. Like I'm a little bit skeptic on some evaluations there”
Mati Staniszewski Mar 11, 2026 ▶ 36:53 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
LATENT SPACE Assertion Not checkable as stated
Corbitt: GPU Cloud Fine-Tuning Offerings Failed Due to Poor Usability
“I did not see the competition ever really materialize from the Neo clouds, from the GPU providers. Everybody had an offering in fine tuning. When we were talking to customers, nobody used them because they just were really hard to use.”
Kyle Corbitt Oct 16, 2025 ▶ 7:04 Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)
SOURCERY Assertion Not checkable as stated
Wright: Armada has partnerships with all GPU and CPU providers
“We have partnerships with all the GPU providers. We have partnerships with all the CPU providers. We have partnerships with everybody who provides every component that we have in these galleons.”
Dan Wright Nov 22, 2024 ▶ 25:06 How Armada Is Powering AI at the Edge | A Conversation with CEO Dan Wright · Sourcery with Molly O'Shea
ALL-IN Prediction Open · timeframe Apr 2028
Chamath: Government will force GPU providers to implement AI testing
“In this case, all the bare metal providers, all the people that provide GPUs will be forced by the government, in my opinion, to implement something.”
Chamath Palihapitiya Apr 14, 2023 ▶ 47:54 E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update

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