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.
가입 June 2019
1.9K 팔로잉 중 35.2K 팬
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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