Shanu Mathew
@ShanuMathew93
Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.
Joined June 2019
1.9K Following 35.2K Followers
Totally valid on the AI trade broadly. Confused on the comment around lease rates.
Blackwell rental rate... "Ornn's B200 Rental Index has reached an all time high. B200s on-demand rentals are now transacting at an average price of $7.88 per GPU hour."
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On the AI front, the trade has been dead money for more than 3 months now. The metrics I am following (token expenditures and GPU lease rates) are all flat to down. The price of memory (DRAM) seems to be the only thing that is still going up. 🧵(1/2)
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