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The Shape of Compute Curve

mbi-deepdives.com · 1,574 words · saved by 1 readers

In a recent podcast, Lambda (one of the neoclouds) CTO Stephen Balaban expressed almost bit of a disdain for the critics who wondered whether the hyperscalers or neoclouds are “gaming” the GPU accounting by assuming higher useful lives of the GPUs than warranted. From the podcast: Matt Turck: You’re

In a recent podcast, Lambda (one of the neoclouds) CTO Stephen Balaban expressed almost bit of a disdain for the critics who wondered whether the hyperscalers or neoclouds are “gaming” the GPU accounting by assuming higher useful lives of the GPUs than warranted. From the podcast: Matt Turck: You’re running an H100 at a higher rate because why? Because the demand for compute is so rabid that people will take any? Or the technical depreciation of the product is slower than people thought? What drives that? Stephen Balaban: Well, what’s driving it, I mean, certainly it’s the demand being…

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