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GPU clouds

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 11, 2025 by Evan Conrad · across every show →

Everything said about GPU clouds, oldest first

Apr 11, 2025
Insight
Conrad: GPU clouds cannot offer contract cancellation without risking capital costs
“If you're just the GPU cloud, you can never cancel your contract because that introduces so much risk that you would otherwise like not get your cheap cost capital or whatever.”
Evan Conrad Apr 11, 2025 ▶ 27:30 SF Compute: Commoditizing Compute
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