Chamath Palihapitiya
@chamath
Social Capital
8090
God is in the details.
加入 April 2007
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Power is the binding constraint. This is why prices continue to climb so ferociously.
Renting Nvidia’s H100 costs 45% more than it did in December.
It went on sale in 2022, and two newer generations have come out since.
Yet, demand for compute is so far ahead of supply that older GPUs are getting more expensive.
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