AI cloud
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Aug 22, 2024 by Jared Quincy Davis · across every show →
Everything said about AI cloud, oldest first
Aug 22, 2024 negative
Davis: AI cloud customers are forced into unwanted 3-year GPU contracts
“In AI cloud today, you're kind of forced to get really long-term reservations often three years for a fixed amount of capacity.
[944] Jared Quincy Davis: No one really wants 64 GPUs for three years or a thousand GPUs for three years.
[949] Jared Quincy Davis: …”
Aug 22, 2024 negative
Davis: Current AI cloud is basically co-location, not real cloud
“I think current AI cloud is not cloud in the originally intended sense by any means.
[627] Jared Quincy Davis: so we should pull on that thread, but I'd say right now it's basically co-location.
[631] Jared Quincy Davis: Yeah, it's basically co-location, right…”