Jack Skywalker | LinkedIn
Technical operator in the AI infrastructure space with a deep understanding of inference and training workloads, emerging model and application trends, and the infrastructure that enables AI innovation. Innovation drives infrastructure demand. Infrastructure, in turn, powers innovation. … more 3,681 followers Jack Skywalker • 2nd AI Infrastructure | HPC Solutions Architect | GPU Market Trends | Inference, Training, Fine-tuning 1d • Edited • NVIDIA's new AI Compute Partnership just gave neoclouds the financial firepower to compete for deals at the hyperscaler level. What it is: Formalized on July 1 and co-authored by CFO Colette Kress, the model combines backstop financing, revenue sharing, and credit support: → NVIDIA sells its cutting-edge Blackwell architecture to the neocloud → NVIDIA guarantees a floor utilization rate — if GPUs sit idle, it rents back the unused capacity at a fixed rate → In exchange, NVIDIA takes a share of the cloud revenue those GPUs generate The backs