Some AI infrastructure buyers are placing multi million dollar orders without knowing the final price.
@ericabrescia went on Bloomberg's "The Close" with Romaine Bostick, CFA to talk about Super Micro and the state of the AI infrastructure market. She covers:
◾️ The real logic behind Nvidia's $500 billion financing push
◾️ The shift in how companies are actually using AI models day to day that's changing the cost equation
◾️ Why
@poolsideai's new open weight model release is a preview of where AI costs are headed next