Michael Intrator

The A100s, the Amperes, this year, the price has appreciated through the year.

Why is that?

Why is that?

I think it's because one of the things that happens is as more installed capacity becomes available, you have new companies that come into existence that have new use cases, that have different size models, that are trying to build new commercial ventures that maybe have been blocked out of the H100s and never had an opportunity to run on that.

I think it's because one of the things that happens is as more installed capacity becomes available, you have new companies that come into existence that have new use cases, that have different size models, that are trying to build new commercial ventures that maybe have been blocked out of the H100s and never had an opportunity to run on that.

And so, look, we find these amazing use cases, new companies that have come into existence or existing companies that have integrated new models into their workflow that are able to use

And so, look, we find these amazing use cases, new companies that have come into existence or existing companies that have integrated new models into their workflow that are able to use

the amperes.

the amperes.

And so they keep buying any GPUs that we have available.

And so they keep buying any GPUs that we have available.

And once again, the concept that a GPU is no longer relevant or commercially viable after 16 more, 18 months or two years.

And once again, the concept that a GPU is no longer relevant or commercially viable after 16 more, 18 months or two years.

Yeah, that's farcical.

Yeah, that's farcical.

Yeah.

Yeah.

One of the things is like, you know, the industry has gotten so much attention for the unprecedented scale of capital that is coming to bear on this.

One of the things is like, you know, the industry has gotten so much attention for the unprecedented scale of capital that is coming to bear on this.

And because of that, there tends to be an incredible focus on