Markos(@MarkosAAIG):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👍

Markos

@MarkosAAIG

Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.

参加 July 2023

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Markos@MarkosAAIG

2026.10.06 22:06

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👍