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 ↓
加入 April 2009
1.1K 正在关注 21.5K 粉丝
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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