Ed Zittrain
👤 SpeakerAppearances Over Time
Podcast Appearances
I have a source at Oracle that told me it's about $6.30 an hour of cogs to run a B300, pardon me, GPU from NVIDIA.
These margins do not make sense.
These costs don't make sense.
I don't see how you pick up the pieces here.
I don't see it at all.
And indeed, I don't think there's much useful infrastructure left over.
And this is the big argument that people are making, because people are saying, we're in a bubble now.
We're in a bubble now.
But don't worry.
After the dot-com bubble, people picked up stuff for cheap.
We already have piles of unused GPUs.
Supermicro had a multi-billion dollar order cancelled from Oracle.
They have at least a billion dollars of B200 chips that no one wants to buy.
We've already got...
The fallow inventory.
Nothing's happening.
I'm sure someone will do something, but nothing's going to be cheaper in 10 years.
Things work like you could pick up the servers and you could actually put them in.