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A comment on $2 H100s: How the GPU Rental Bubble Burst. Parent comment

Re:$2 H100s: How the GPU Rental Bubble Burst by pico_creator on Friday October 11, 2024 @02:17AM (#41806736)
Makes sense, though only folks like runpod / sfcompute / etc, have enough visibility to maybe pull this off?

Its a risker move - then just taxing the excess compute now, and print money on the margins from bag holders

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Re:$2 H100s: How the GPU Rental Bubble Burst by latchkey on Friday October 11, 2024 @03:08AM (#41807045)
Correct me if I'm wrong, but if I recall, neither of those two companies own their own compute. They are marketplaces.
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Re:$2 H100s: How the GPU Rental Bubble Burst by qeternity on Friday October 11, 2024 @04:11AM (#41807365)
I think sfcompute does own a lot or most of the current compute on their platform? Not entirely sure though.
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Re:$2 H100s: How the GPU Rental Bubble Burst by pico_creator on Friday October 11, 2024 @03:16AM (#41807087)
Yup, but they at-least know where all these "small unused clusters" are.

Bag holders, do not want to be shouting to the world they are bag holders.

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