Ben Pouladian
@benitoz
The world isn’t short of oil. It’s short of tokens.
Hardware, software, models. System-level AI infrastructure analysis.
$NVDA since 2016. DMs open ↓
1.1K Following 21.5K Followers
The “AI compute demand is collapsing” crowd may want to look away.
B200 spot pricing just hit $7.12/hr with 87.1% utilization. H200 is at $4.99/hr and 78.4% utilization.
Real transactions. Real demand. No vibes.
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This chart is the whole open inference thesis
Everyone is still arguing about who has the smartest model
But usage is already moving to the models that are fast cheap and easy to customize
Nemotron doing 35B tokens/day is not some random spike
It is the market telling you the frontier is becoming the router and the volume is going open
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Alphabet is raising 80B to buy compute “to meet unprecedented customer demand”
Berkshire put in 10B of it
Read that again
The most patient capital on earth just underwrote a GPU bet
Jensen says compute equals revenue
Buffett just priced the collateral
$GOOGL $BRK.A $NVDA
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