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Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
Joined July 2023
243 Following    17.9K Followers
Chat, for the people following Penguin Solutions $PENG or $RXT closely small question👇 I’m researching into managed services for GPU clusters and would appreciate insights into their focus, what they manage for customers, and how they charge. Have they disclosed any pricing per GPU-hour, or enough contract detail to estimate it? Particularly interested in the management fee separately from hardware rental and power. Any relevant earnings-call comments, presentations or contract disclosures would be helpful. Thanks people👍
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