🔮(𝕏ᵀ𝕏) - loracle.hl(@loraclexyz):People are confused about semis dumping and gpu spot price increasing. This is only because demand is moving to open source models, and all the GPUs are being hoarded by the big labs or stuck under commitments, so GPU on the rental market absorb the demand. IMO SpaceX will drop the race, and will fully pivot to compute provider. Thesis is the same, frontier is platauing, reward on training is getting lower, and all of a sudden big labs hoarding gpus will rush to capture the inference margin before it collapses.

🔮(𝕏ᵀ𝕏) - loracle.hl

@loraclexyz

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🔮(𝕏ᵀ𝕏) - loracle.hl@loraclexyz

2026.10.25 05:45

People are confused about semis dumping and gpu spot price increasing. This is only because demand is moving to open source models, and all the GPUs are being hoarded by the big labs or stuck under commitments, so GPU on the rental market absorb the demand. IMO SpaceX will drop the race, and will fully pivot to compute provider. Thesis is the same, frontier is platauing, reward on training is getting lower, and all of a sudden big labs hoarding gpus will rush to capture the inference margin before it collapses.

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