AI inference providers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 19, 2024 by Erik Bernhardsson · across every show →
Everything said about AI inference providers, oldest first
Feb 19, 2024 bullish
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.”