Is There Any Real Money In Renting Out AI GPUs?
SMRTR summary
NVIDIA has fostered a circular economy for AI GPUs by investing in "neocloud" companies that purchase NVIDIA hardware using substantial debt. These companies secure compute contracts with tech giants to obtain more loans for additional GPUs. While generating significant revenue for NVIDIA, this system seems unsustainable due to neoclouds' limited customer base and high debt levels, with uncertain long-term market demand for AI compute.
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