Jozef Soja
@JozefARK
Research Analyst @ARKInvest focusing on AI, cloud computing, and SaaS. Disclosure:
Joined February 2023
128 Following 2K Followers
Really interesting to see the price to rent H100s flatten out, and in the case of 1yr contracts, even start to tick back up. Lines up well with the inflection in usage we've seen for AI models over the past quarter. Data from @SemiAnalysis_
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