GPU Spend
topic on 2 shows · 2 statements across 2 episodes
2 statements about GPU Spend, every show
O'Driscoll: GPUs account for 50-55% of total datacenter buildout Capex
“GPU spend is roughly 50, 55% of total capex on any build out.”
Wu: Seat-based SaaS pricing makes no sense for AI agents
“Seats don't really make sense when it is like, the AI themselves are arguably seats as well, you know, like they're doing a lot of the labor too. And then on the other side, I think you know, usage obviously just goes so naturally with the cogs themselves beca…”