Aethir
@AethirCloud
Powering the Future of AI. Building Decentralised Cloud Compute Infrastructure.
Joined May 2022
202 Following 673K Followers
A credit squeeze could make GPU access more expensive while making it harder to bring new GPU online
@SemiAnalysis_ sees tighter financing supporting rents. If that holds, existing players gain pricing power while new sites struggle to fund
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We think tighter GPU financing is more likely to support rents than create a compute glut, because it slows new deployments while demand remains tight. (1/3)🧵
