Kakashii (@kakashiii111): "My point was to show how difficult and time consuming it is to deploy actual operational compute, while demand is increasing at a faster pace because the models are becoming more token hungry, and more GPUs will collect dust for a longer time, which I discussed in my last articl…"

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My point was to show how difficult and time consuming it is to deploy actual operational compute, while demand is increasing at a faster pace because the models are becoming more token hungry, and more GPUs will collect dust for a longer time, which I discussed in my last article, “Short on Compute.”

Kakashii

Nebius' Earnings Call: "We are typically seeing 4 or more customers competing for every GPU we bring online..."

OK, let's break it down:

Nebius notified investors in today's call that all their newly deployed capacity is sold out again.
"We are typically seeing 4 or more customers competing for every GPU we bring online."

May 14

5:11 AM

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